Process insurance policy documents from Gravity Forms, notify support via email, and attach to Zoho CRM lead
Process insurance policy documents from Gravity Forms, notify support via email, and attach to Zoho CRM lead
Process insurance policy documents submitted via Gravity Forms, notify your support team through Office 365 email, and attach the documents to the relevant lead in Zoho CRM for faster onboarding and improved customer service.
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Overview
Process insurance policy documents submitted via Gravity Forms, notify your support team through Office 365 email, and attach the documents to the relevant lead in Zoho CRM for faster onboarding and improved customer service.