Form automation to automatically create client profiles | Voters

Form automation to automatically create client profiles

Anastasia S

When someone fills out a form, I'd like a client profile to automatically be created in the Indy CRM.

Created by Erica Rosas

March 24, 2023

Sharlin Bissick

Yes this is a must, it saves us having to add them later. Once it's added, it should be a warn lead, then we can move it along the journey to customer/client once a contract is signed.