Is anyone doing this yet and how has the experience been?
I am a Health Insurance Agent, in Infusionsoft I can attache a client file, but then I have to download the file to my computer to view it… I was hoping to find a system that allows me to store my client files and not have to download them to view them. I saw a posting about Zapier and was not sure how easy it was to use.
Any feed back is appreciated
Thanks.