Create or update Agile CRM contacts from new Clio contacts
Effortlessly keep your contacts up to date in both Clio and Agile CRM with this seamless workflow. Whenever you add a new contact in Clio, this automation will instantly create or update the corresponding contact in Agile CRM, ensuring consistent and accurate records across both platforms. Save time and reduce manual data entry by letting this integration manage your contacts for you.
Effortlessly keep your contacts up to date in both Clio and Agile CRM with this seamless workflow. Whenever you add a new contact in Clio, this automation will instantly create or update the corresponding contact in Agile CRM, ensuring consistent and accurate records across both platforms. Save time and reduce manual data entry by letting this integration manage your contacts for you.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create or Update Contact
Updates the contact in Agile CRM based on the Email Address. Alternatively, can also create a contact if one is not found.
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