Capture new client interest from Cognito Forms, create or update contact in Simplero, and tag for follow up
Capture new client interest from Cognito Forms, create or update contact in Simplero, and tag for follow up
Capture new leads from Cognito Forms, create or update their contact information in Simplero, and tag them for follow-up. This process accelerates client engagement and ensures you never miss an opportunity.
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Overview
Capture new leads from Cognito Forms, create or update their contact information in Simplero, and tag them for follow-up. This process accelerates client engagement and ensures you never miss an opportunity.