Fintech Automation Blog
Last week we had a great chat with our trusted colleague and financial advisor marketing guru, Zoë Meggert, founder of Perfectly Planned Content. We covered how to create a scalable marketing strategy using tech and automation, including:
- Tools to consider as part of your marketing...
By Anthony Schorling
Introduction
Many small businesses start with a number of referrals for sources, but at some point, the referrals taper off and they need to find another way to get leads. Email marketing is an absolute must for these types of businesses, as it allows users to send mass...
Introduction
If you're a LinkedIn user, you're probably aware of how big of a role the social networking platform plays in scavenging for new leads. Its ability to connect specific industry professionals to each other can often spark new working relationships. A lot of...
Introduction
Most businesses track their time in some way, whether that be on paper, mentally, or through an application, but does your time-tracking method also measure the productivity of your team?
Enter: TrackingTime.
TrackingTime is a web app that at its core is a...
Introduction
JotForm has come through in the clutch once again, delivering yet another great integration, this time for MailerLite users!
The new integration allows users to collect subscriber emails from their forms and automatically pass that data into MailerLite for...
Introduction
The turning of the calendar to a new year is a chance for many people to start anew. While many drop their new years' resolutions just as quickly as they thought of them, the fraction of people that actually stick to them wind up accomplishing pretty lofty...
Introduction
Earlier this month, our friends at Calendly added a small, but highly-requested feature to their application called “Meeting Polls”.
Meeting Polls now allow you to collectively vote on one-off meeting times with your invitees to determine what...
Introduction
Hello fellow JotForm users! Do your autoresponder emails for clients not have that same personal touch that your normal emails have? Thankfully, there's a simple fix for that! In this post, I will take you through the steps on how to import and...
Do you wish you could use data from your fillable PDF forms to trigger Zaps or pre-fill other forms? Wish no more - importing fillable PDFs into your JotForm account is quick and easy!
1. Log into your JotForm account or sign up for a free account here
2. Click the "Create Form" button at the top...
One of Calendly's many helpful features is the ability to automate follow up messages after a meeting occurs. However, you may sometimes need to stop the message from going out.
Fortunately, it's a very simple process. Here's how:
1. Click here to log into your Calendly account.
2. Click...
From time to time you may need to export an overview of your existing workflows from Wealthbox. Fortunately, this is easy to do:
1. Click here to log into your Wealthbox CRM account
2. Once you're logged in, click here to access the Workflow Templates Menu
3. Click the name of the workflow...
Introduction
In the previous posts, we went into Zapier, connected our applications and created our first Zap. The goal was to get you familiar with creating a simple Zap using a simple form. This should enable you to see what Zapier is capable of, how it...
