Capture client data from Copilot form and update Salesforce contact

Update client information in Salesforce when a form response is completed in Copilot. Capture and maintain all relevant data for future reference, ensuring accurate records and improved client management.

Capture client data from Copilot form and update Salesforce contact

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Overview

Update client information in Salesforce when a form response is completed in Copilot. Capture and maintain all relevant data for future reference, ensuring accurate records and improved client management.

Capture client data from Copilot form and update Salesforce contact