Instantly assign new Clio contacts to Trainerize tasks
Effortlessly manage your new client onboarding process with this Clio and Trainerize integration. When a new contact is added in Clio, they will be automatically assigned to a trainer in Trainerize. This seamless workflow saves you time and ensures your clients receive personalized attention right from the start.
Effortlessly manage your new client onboarding process with this Clio and Trainerize integration. When a new contact is added in Clio, they will be automatically assigned to a trainer in Trainerize. This seamless workflow saves you time and ensures your clients receive personalized attention right from the start.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Assign To
Assigns a client to a trainer.
- Free forever for core features
- 14 day trial for premium features & apps