Create company contacts in Clio with new form submissions
Automatically generate company contacts in Clio with Jotform's seamless integration. This automation ensures that new form submissions are instantly added as company contacts in Clio, streamlining your workflow and enhancing client management.
Generate Clio company contacts from Jotform submissions
Add company contact details from Jotform submissions to your Clio account. This integration simplifies the process of creating company contacts in Clio by automatically syncing information from new form submissions.
When this happens...
New Submission
A user submits a new form response
Do this!
Create Company Contact
A company contact will be created in Clio