Agent 3000 + Clio
Create new Agent 3000 contacts from new Clio activities
Effortlessly manage your contacts by connecting Clio and Agent 3000. This workflow activates when there's a new activity in the Clio app and instantly creates a contact within the Agent 3000 app. Save time and stay organized with this seamless integration that takes care of contact management for you.
Effortlessly manage your contacts by connecting Clio and Agent 3000. This workflow activates when there's a new activity in the Clio app and instantly creates a contact within the Agent 3000 app. Save time and stay organized with this seamless integration that takes care of contact management for you.
- When this happens...New Activity
Triggers when a new activity is created.
- automatically do this!Create Contact
Creates a new contact.
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About Agent 3000
Agent 3000 provides a Website, IDX, CRM and all the necessary marketing tools a REALTOR needs.
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Zapier Interfaces
App Builder, CRM (Customer Relationship Management), Forms & Surveys, ZapierAbout Clio
Clio is a practice management platform that helps lawyers work more efficiently by making it easy to do tasks like tracking time, managing matters, and generating invoices.