Create detailed client records in SmartSuite from Google Forms submissions, extract data, and link documents
Create detailed client records in SmartSuite from Google Forms submissions, extract data, and link documents
Create detailed client records in SmartSuite by processing new Google Forms submissions. Extract relevant data and link associated documents from Google Drive for faster onboarding and improved case management.
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Overview
Create detailed client records in SmartSuite by processing new Google Forms submissions. Extract relevant data and link associated documents from Google Drive for faster onboarding and improved case management.