Create CloudTalk contacts from new Clio activities
Effortlessly keep your client communications updated with this Clio and CloudTalk integration. Whenever a new activity occurs in Clio, this workflow will create a contact in CloudTalk, ensuring your phone system stays up-to-date with the latest client information. Save time and enhance your team's productivity by automating your contact updates.
Effortlessly keep your client communications updated with this Clio and CloudTalk integration. Whenever a new activity occurs in Clio, this workflow will create a contact in CloudTalk, ensuring your phone system stays up-to-date with the latest client information. Save time and enhance your team's productivity by automating your contact updates.
- When this happens...New Activity
Triggers when a new activity is created.
- automatically do this!Create Contact
Create a new contact.
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