Create or update Bigin by Zoho CRM contacts for new Clio contacts
Effortlessly maintain your client database up-to-date with this workflow. When you add a new contact in Clio, this automation will create or update their information in Bigin by Zoho CRM, ensuring your records are always in sync. Save time and eliminate manual data entry, keeping your focus on maintaining strong client relationships.
Effortlessly maintain your client database up-to-date with this workflow. When you add a new contact in Clio, this automation will create or update their information in Bigin by Zoho CRM, ensuring your records are always in sync. Save time and eliminate manual data entry, keeping your focus on maintaining strong client relationships.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create or Update Contact
Creates a new contact or updates the details of the contact, if contact with the provided email address exists.
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