Update client information and manage subscriptions in Clio and Mailchimp from Jotform submissions
Update client information and manage subscriptions in Clio and Mailchimp from Jotform submissions
Update client information and manage subscriptions as new onboarding forms are submitted. Capture data from Jotform, create or update contacts in Clio, and add or update subscribers in Mailchimp for richer engagement.
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Overview
Update client information and manage subscriptions as new onboarding forms are submitted. Capture data from Jotform, create or update contacts in Clio, and add or update subscribers in Mailchimp for richer engagement.