Create new Birdeye customers from new Clio contacts
Effortlessly manage your clients by connecting Clio and Birdeye with this workflow. Whenever a new contact is added in Clio, a customer will be created in Birdeye, ensuring your client data stays updated across both platforms. Streamline your client management process and focus on providing top-notch service with this powerful automation.
Effortlessly manage your clients by connecting Clio and Birdeye with this workflow. Whenever a new contact is added in Clio, a customer will be created in Birdeye, ensuring your client data stays updated across both platforms. Streamline your client management process and focus on providing top-notch service with this powerful automation.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create Customer
Creates a new customer for a specified business.
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