Capture new legal inquiries from Jotform, find existing contacts in Salesforce, and create new case records
Capture new legal inquiries from Jotform, find existing contacts in Salesforce, and create new case records
Capture new legal case inquiries with Jotform submissions, find existing records in Salesforce, and create new contact records. This process organizes inquiries efficiently, improving case management and client engagement.
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Overview
Capture new legal case inquiries with Jotform submissions, find existing records in Salesforce, and create new contact records. This process organizes inquiries efficiently, improving case management and client engagement.