Create Clientjoy leads from new Clio activities
Stay on top of new activities in Clio and improve your lead management with this automation. Whenever a new activity occurs in Clio, a lead will be created in Clientjoy, ensuring you have all the necessary information to pursue potential clients without missing a beat. Keep your sales pipeline running smoothly and never miss an opportunity to grow your business.
Stay on top of new activities in Clio and improve your lead management with this automation. Whenever a new activity occurs in Clio, a lead will be created in Clientjoy, ensuring you have all the necessary information to pursue potential clients without missing a beat. Keep your sales pipeline running smoothly and never miss an opportunity to grow your business.
- When this happens...New Activity
Triggers when a new activity is created.
- automatically do this!Create Lead
Create a new Lead in your Clientjoy's Sales Pipeline.
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