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.

Process new client submissions, send signing request, and update contact information

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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.

Process new client submissions, send signing request, and update contact information