Create new Constant Contact contacts from new matters in Clio
Boost your marketing efforts by improving your customer relationships. With this workflow, every time a new matter is created in Clio, a contact is simultaneously added in Constant Contact. This seamless process eliminates manual work, ensuring you always have the latest client information available for communication, increasing efficiency and giving your clients a more personalized experience.
Boost your marketing efforts by improving your customer relationships. With this workflow, every time a new matter is created in Clio, a contact is simultaneously added in Constant Contact. This seamless process eliminates manual work, ensuring you always have the latest client information available for communication, increasing efficiency and giving your clients a more personalized experience.
- When this happens...New Matter
Triggers when a new matter is created.
- automatically do this!Create Contact
Triggers when a new contact is added to your account.
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