Process new Jotform submissions, check for existing contacts in Copper, and create new entries if needed
Process new Jotform submissions, check for existing contacts in Copper, and create new entries if needed
Check for existing contacts in Copper when you receive new submissions from Jotform. Create new entries as needed to ensure efficient management of client information and faster onboarding.
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Overview
Check for existing contacts in Copper when you receive new submissions from Jotform. Create new entries as needed to ensure efficient management of client information and faster onboarding.