Create client notes in HubFit for every new submission in Jotform
When a new submission is received in Jotform, stay on top of managing your client interactions by instantly creating a client note in HubFit. This efficient workflow keeps your HubFit notes updated with Jotform submissions, ensuring you have all crucial information handy when required. Save time and streamline your client management through this seamless integration.
When a new submission is received in Jotform, stay on top of managing your client interactions by instantly creating a client note in HubFit. This efficient workflow keeps your HubFit notes updated with Jotform submissions, ensuring you have all crucial information handy when required. Save time and streamline your client management through this seamless integration.
- When this happens...New Submission
Triggers when a new submission has been added to a specific form.
- automatically do this!Create Client Note
Add a note to a client's profile. Can be a private note so only you can a see.
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