Create new client profile in Canopy from Jotform submission if unique
Create new client profile in Canopy from Jotform submission if unique
Create new client profiles in Canopy when prospects submit their information via Jotform. Ensure only unique entries are added, speeding up onboarding and improving data accuracy.
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Overview
Create new client profiles in Canopy when prospects submit their information via Jotform. Ensure only unique entries are added, speeding up onboarding and improving data accuracy.