Capture form submissions from CallRail, find or create contact in Filevine, create project, and update form
Capture form submissions from CallRail, find or create contact in Filevine, create project, and update form
Capture form submissions from CallRail, find or create a contact in Filevine, and create a new project based on that contact. Update the project with detailed case information for faster onboarding and improved project management.
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Overview
Capture form submissions from CallRail, find or create a contact in Filevine, and create a new project based on that contact. Update the project with detailed case information for faster onboarding and improved project management.