Capture new client submissions, create or update contact, log pipeline record, and generate follow-up task
Capture new client submissions, create or update contact, log pipeline record, and generate follow-up task
Capture new client submissions from Jotform, create or update their contact information in Bigin by Zoho CRM, log a pipeline record for tracking, and generate a task for follow-up actions to enhance your client onboarding process.
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Overview
Capture new client submissions from Jotform, create or update their contact information in Bigin by Zoho CRM, log a pipeline record for tracking, and generate a task for follow-up actions to enhance your client onboarding process.