Capture new leads from Jotform, find or create contacts in LMN, update contact info, and create tasks
Capture new leads from Jotform, find or create contacts in LMN, update contact info, and create tasks
Capture new lead submissions from Jotform, find or create contacts in LMN, update existing contact information, and create tasks for follow-up. This ensures efficient organization and management of potential clients for faster onboarding.
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Overview
Capture new lead submissions from Jotform, find or create contacts in LMN, update existing contact information, and create tasks for follow-up. This ensures efficient organization and management of potential clients for faster onboarding.