Update person contacts in Clio for new or updated contacts in Capsule CRM
Keep your Capsule CRM contacts up-to-date in Clio with this efficient workflow. Whenever you add or update a contact in Capsule CRM, this automation will update the corresponding person's contact information in Clio, ensuring consistency and accuracy across your systems. Say goodbye to manual updates and focus on building stronger client relationships.
Keep your Capsule CRM contacts up-to-date in Clio with this efficient workflow. Whenever you add or update a contact in Capsule CRM, this automation will update the corresponding person's contact information in Clio, ensuring consistency and accuracy across your systems. Say goodbye to manual updates and focus on building stronger client relationships.
- When this happens...New or Updated Contact
Triggers when a given action is performed on a Person or Organisation.
- automatically do this!Update Person Contact
Updates an existing person contact.
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