Process new Jotform submissions, find leads in Close, update contacts, and create notes
Process new Jotform submissions, find leads in Close, update contacts, and create notes
Process new Jotform submissions to find and update existing leads in Close, while creating notes with relevant information for better customer management and enhanced engagement.
Workflow preview:
Zap details:
Overview
Process new Jotform submissions to find and update existing leads in Close, while creating notes with relevant information for better customer management and enhanced engagement.