Create new AgentFire leads from new Clio contacts
Effortlessly manage your leads by connecting Clio and AgentFire with this streamlined workflow. When you add a new contact in Clio, this automation will instantly create a new lead in AgentFire, ensuring your pipeline stays up-to-date and organized. No more manual data entry or missed opportunities – save time and stay focused on generating results for your business.
Effortlessly manage your leads by connecting Clio and AgentFire with this streamlined workflow. When you add a new contact in Clio, this automation will instantly create a new lead in AgentFire, ensuring your pipeline stays up-to-date and organized. No more manual data entry or missed opportunities – save time and stay focused on generating results for your business.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create New Lead
Send new lead to AgentFire Lead Manager
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