Create Autotask opportunities from new Clio activities
Streamline your legal practice management with this efficient workflow. When a new activity occurs in Clio, an opportunity will be created in Autotask, ensuring your sales team stays up-to-date with potential clients and cases. This seamless automation helps you manage your client relationships and improve lead conversion, allowing you to focus on delivering quality legal services.
Streamline your legal practice management with this efficient workflow. When a new activity occurs in Clio, an opportunity will be created in Autotask, ensuring your sales team stays up-to-date with potential clients and cases. This seamless automation helps you manage your client relationships and improve lead conversion, allowing you to focus on delivering quality legal services.
- When this happens...New Activity
Triggers when a new activity is created.
- automatically do this!Create Opportunity
Triggers when a new opportunity is found.
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