Capture meeting details, create Jotform submission, and log activity in Redtail CRM when a client schedules
Capture meeting details, create Jotform submission, and log activity in Redtail CRM when a client schedules
Capture client meeting details by triggering a new appointment in Acuity Scheduling. Create a submission in Jotform and log an activity in Redtail CRM for organized follow-up, ensuring all relevant information is documented for better preparation.
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Overview
Capture client meeting details by triggering a new appointment in Acuity Scheduling. Create a submission in Jotform and log an activity in Redtail CRM for organized follow-up, ensuring all relevant information is documented for better preparation.