Capture new client leads from Jotform, find or create client in Jobber, create request, and add note
Capture new client leads from Jotform, find or create client in Jobber, create request, and add note
Capture new client leads from Jotform submissions, find or create corresponding client records in Jobber, and generate detailed service requests with notes for follow-up, ensuring faster onboarding and improved client engagement.
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Overview
Capture new client leads from Jotform submissions, find or create corresponding client records in Jobber, and generate detailed service requests with notes for follow-up, ensuring faster onboarding and improved client engagement.