Update Clio contacts when new or updated opportunities arise in Capsule CRM
Keep your CRM and legal practice management data connected with this efficient workflow. When a new or updated opportunity arises in Capsule CRM, this automation will edit the corresponding person's contact information in Clio. Save time and ensure your contact records are always up-to-date, making client management more accurate and streamlined.
Keep your CRM and legal practice management data connected with this efficient workflow. When a new or updated opportunity arises in Capsule CRM, this automation will edit the corresponding person's contact information in Clio. Save time and ensure your contact records are always up-to-date, making client management more accurate and streamlined.
- When this happens...New or Updated Opportunity
Triggers when a given action is performed on an Opportunity.
- automatically do this!Update Person Contact
Updates an existing person contact.
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