Capture client leads from Gravity Forms, add opportunity in LeadConnector, and create matter in Lawmatics
Capture client leads from Gravity Forms, add opportunity in LeadConnector, and create matter in Lawmatics
Capture client leads from Gravity Forms submissions, add or update opportunities in LeadConnector, and create new matters in Lawmatics for effective follow-up, ensuring a smoother onboarding process and improved client management.
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Overview
Capture client leads from Gravity Forms submissions, add or update opportunities in LeadConnector, and create new matters in Lawmatics for effective follow-up, ensuring a smoother onboarding process and improved client management.