Create or update Bigin by Zoho CRM deals from new Clio activities
Effortlessly manage your clients and deals with this automation between Clio and Bigin by Zoho CRM. When new activity occurs in Clio, this workflow ensures your client records and opportunities stay updated by creating or updating a deal in Bigin by Zoho CRM. Streamline your operations and never miss crucial updates by automating this process.
Effortlessly manage your clients and deals with this automation between Clio and Bigin by Zoho CRM. When new activity occurs in Clio, this workflow ensures your client records and opportunities stay updated by creating or updating a deal in Bigin by Zoho CRM. Streamline your operations and never miss crucial updates by automating this process.
- When this happens...New Activity
Triggers when a new activity is created.
- automatically do this!Create or Update Pipeline Record
Creates a new pipeline record or updates the details of an existing pipeline record.
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