Create Constant Contact contacts from new Clio activities
Effortlessly streamline your client management process with this workflow that connects Clio and Constant Contact. When a new activity occurs in Clio, a contact will be created in Constant Contact, ensuring your communication with clients stays consistent and up-to-date. Save time and reduce manual data entry by automating your law practice's client management system.
Effortlessly streamline your client management process with this workflow that connects Clio and Constant Contact. When a new activity occurs in Clio, a contact will be created in Constant Contact, ensuring your communication with clients stays consistent and up-to-date. Save time and reduce manual data entry by automating your law practice's client management system.
- When this happens...New Activity
Triggers when a new activity is created.
- automatically do this!Create Contact
Triggers when a new contact is added to your account.
- Free forever for core features
- 14 day trial for premium features & apps