Founded in France, Splio is an AI-powered customer relationship management (CRM) platform designed to help businesses orchestrate intelligent, automated, and data-driven omnichannel marketing. Its priority is to understand its clients’ needs and deliver personalized, high-impact customer experiences across channels.
However, sustaining this emphasis on custom solutions for each client became increasingly challenging as the company scaled.
The challenge: Custom workflows required custom engineering
Splio was using a fragmented mix of ad hoc web forms, client-managed forms, spreadsheets, and custom-built integrations — resulting in an increasingly fragile foundation that began to crack under rapidly growing demand for its services.
Delivery timelines slowed, coordination between teams became more complex, and similar workflows had to be rebuilt repeatedly for different customers. Most importantly, Splio’s professional services teams lacked the autonomy to respond quickly to customer needs without engineering support.
The team faced a critical inflection point: If every new workflow required custom development, growth would come at the cost of speed and efficiency. Splio needed a way to deliver customer-specific workflows quickly, reliably, and at scale — without increasing engineering overhead.
The solution: A flexible workflow engine powered by Jotform Enterprise and Make
The Splio team turned to Jotform Enterprise to standardize how they captured and managed data across workflows. With Jotform, teams built advanced forms using conditional logic, data validation rules, and permission controls — all without relying on development cycles. This shift enabled faster iteration and gave operational teams the independence they needed.
Because Splio operates on behalf of its customers, governance and security were equally critical. Jotform Enterprise provided the structure to manage access, ownership, and administrative control at scale, ensuring every workflow met enterprise requirements.
To further enhance its data management capabilities, Splio integrated Jotform with Make, a visual AI automation platform that was already central to its operations. This connection enabled form submissions to automatically trigger workflows that validated, transformed, and routed data across Splio’s systems, while still offering the flexibility to customize the sequence of tasks. Tedious actions such as creating or updating customer records, logging operational requests, and running feedback initiatives (including CSAT collection), became streamlined through structured forms and automated routing.
The outcome was a seamless, end-to-end process in which form submissions were not just collected but immediately operationalized. Tasks that once required manual coordination or custom engineering were now handled by a reliable automated system.
With the help of Jotform and Make, Splio’s managed services team is now able to build and deploy fully customized workflows for individual clients in a fraction of the time it once took.
The result: Faster delivery, greater autonomy, and scalable operations
By combining Jotform Enterprise with Make, Splio has fundamentally changed how it delivers customer-specific workflows.
“Jotform and Make enable our managed services team to deliver customer-specific workflows in just hours when it used to take days, and without building custom integrations every time,” says Tristan Glenat, vice president of product at Splio.
This transformation has significantly reduced the need for engineering involvement in day-to-day operations. Professional services teams can now build, deploy, and iterate on workflows independently, freeing developers to focus on higher-impact initiatives. At the same time, processes have become more consistent, reliable, and auditable.
Beyond the impressive 1.9 million form submissions collected through this new system, the real value lies in how Splio now operates day to day. By replacing engineering-heavy customization with flexible, automated workflows, Splio didn’t just improve efficiency — it fundamentally redefined how the organization works.
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