Capture new client agreements, update contact info, create records, and notify the team
Capture new client agreements, update contact info, create records, and notify the team
Capture new client agreements with Jotform, create or update contacts in ActiveCampaign, log details in Infinity, and notify your team via Slack. Achieve faster onboarding and improved communication for your client management process.
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Overview
Capture new client agreements with Jotform, create or update contacts in ActiveCampaign, log details in Infinity, and notify your team via Slack. Achieve faster onboarding and improved communication for your client management process.