Process new client submissions, send signing request, and update contact information
Process new client submissions, send signing request, and update contact information
Process new client submissions by capturing data from Jotform, sending a signing request via SignRequest, and updating contact information in LeadConnector for faster onboarding and improved client management.
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Overview
Process new client submissions by capturing data from Jotform, sending a signing request via SignRequest, and updating contact information in LeadConnector for faster onboarding and improved client management.