Hi, when contacts in my Keap database moved from prospects to clients I have a number of custom fields I need to update. These custom fields are the same for everyone in the company.
Currently, I use an internal form that I fill out for each contact in the company that updates these fields and then sends them a welcome email.
I’m looking for a way to make this easier/more streamlined. Is there a way I could fill out one form that would update the custom fields for everyone in the company and send them all the welcome email?