Create new Clio contacts from captured CallRail forms
Streamline your client management process with this CallRail to Clio workflow. Whenever a form is captured in CallRail, this automation promptly creates a person contact in Clio. This effectively eliminates manual data entry, saving precious time and reducing errors when processing client information. Experience more productive and faster client servicing right from the get-go.
Streamline your client management process with this CallRail to Clio workflow. Whenever a form is captured in CallRail, this automation promptly creates a person contact in Clio. This effectively eliminates manual data entry, saving precious time and reducing errors when processing client information. Experience more productive and faster client servicing right from the get-go.
- When this happens...Form Captured
Triggers when a form is captured.
- automatically do this!Create Person Contact
Creates a person contact.
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