Sweep & Go CRM Review Automation
I have a specific question if anyone has ever used CRM connector to integrate with Sweep & Go Crm. My newest (Dog Poop Cleaning Business) client uses this and I’m struggling to figure out the best way to set the new review automation because they do one time clean up, biweekly, and monthly services. The first pickup for a subscription is free and I would assume it best to wait until their next pickup to request a review. I track last service date, which shows when they were added as a customer (not the actual service date, total spend, and transaction count. With the first service being free the second pickup doesn’t come thru as a transaction. Kind of a messy situation but has any one worked with this specific crm?
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Sweep & Go CRM Review Automation
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