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  1. Compliance Automation
  2. Compliance Monitoring
  3. Form-to-CRM Sync

Handle resubmissions for compliance checks

This automation streamlines data flow by automatically transferring new form submissions into your CRM and updating existing records for compliance. It reduces manual data entry errors, ensures up-to-date customer information, and maintains an audit-ready trail of changes. By enforcing consistent record updates, it helps you stay compliant with regulatory requirements and internal policies.

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  • Jotform
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  • Salesforce