Does anyone have any ideas on how to create third party connect an app to essentially create a "CUSTOMER PORTAL" -
Main function would be to notify the customer each time their was activity in their file. (Or to provide them with a customer portal link they could visit at any time to look at their activity taking place behind the scenes).
I know how to use ZAPIER but I am not sure how I would make this work (or if there is a program in place already to achieve similar results)
Post
Zapier Can I create a customer portal?
Can I create a customer portal?
To see the answers/comment from our community members, please login/sign up for free to this Sales community.