Capture client info from Jotform, create or update leads in Close, and add notes
Capture client info from Jotform, create or update leads in Close, and add notes
Capture potential client information from Jotform submissions, create or update leads in Close, and add notes for better follow-up and analysis, ensuring a more efficient onboarding process.
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Overview
Capture potential client information from Jotform submissions, create or update leads in Close, and add notes for better follow-up and analysis, ensuring a more efficient onboarding process.