Create or update Agency Elephant leads from new Clio activities
Effortlessly manage your leads with this efficient workflow that connects Clio and Agency Elephant. Whenever there's a new activity in Clio, a lead will be created or updated in Agency Elephant, ensuring that your client information is always up-to-date. This seamless process will save you time and keep your data organized, giving you more opportunities to focus on growing your business.
Effortlessly manage your leads with this efficient workflow that connects Clio and Agency Elephant. Whenever there's a new activity in Clio, a lead will be created or updated in Agency Elephant, ensuring that your client information is always up-to-date. This seamless process will save you time and keep your data organized, giving you more opportunities to focus on growing your business.
- When this happens...New Activity
Triggers when a new activity is created.
- automatically do this!Create or Update Lead
Create a new lead, or updates an existing lead.
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