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Create activity in Redtail CRM when Jotform receives new submission

Create a new activity in Redtail CRM when a client submits a request for portal login via Jotform. This ensures timely follow-up and organized onboarding tasks, enhancing your client engagement and project management.

Create activity in Redtail CRM when Jotform receives new submission

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Overview

Create a new activity in Redtail CRM when a client submits a request for portal login via Jotform. This ensures timely follow-up and organized onboarding tasks, enhancing your client engagement and project management.

Create activity in Redtail CRM when Jotform receives new submission