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Fintech Automation Blog

Best Efficiency Practices for Meeting with a Prospect ai blog calendly email marketing forms jotform mailchimp mailerlite process scheduling wealthbox web-based apps zapier Mar 14, 2024

By Anthony Schorling


Introduction

Meeting with a new prospect is always a great opportunity for business owners, but it also usually comes with the added responsibility of intaking new information, getting it into your tech stack, and the inevitable possibility of meeting with a...

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MailerLite: What is it and how can I use it? blog email mailerlite marketing software review web-based apps Mar 23, 2022

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...

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JotForm Connects with MailerLite for a New Integration! blog email forms general automation integrations jotform mailerlite marketing new feature process web-based apps Jan 26, 2022

By Anthony Schorling


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...

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