Create new Bigin by Zoho CRM deals for Clio activities
Stay on top of your legal activities with this efficient workflow. When there's a new activity in Clio, it will create a deal in Bigin by Zoho CRM, ensuring your sales pipeline is always up-to-date. This seamless connection helps you manage your tasks without manual data entry, giving you more time to focus on important cases and client relationships.
Stay on top of your legal activities with this efficient workflow. When there's a new activity in Clio, it will create a deal in Bigin by Zoho CRM, ensuring your sales pipeline is always up-to-date. This seamless connection helps you manage your tasks without manual data entry, giving you more time to focus on important cases and client relationships.
- When this happens...New Activity
Triggers when a new activity is created.
- automatically do this!Create Pipeline Record
Creates a new pipeline record
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