Create customers in Customer Fields for new contacts in Clio
Effortlessly keep your Clio contacts and Customer Fields customers in sync with this seamless workflow. Whenever a new contact is added to your Clio account, a corresponding customer will be created in the Customer Fields app, streamlining the process and helping you maintain consistent data across both platforms. This integration not only saves you time but also ensures accuracy in managing your contact information.
Effortlessly keep your Clio contacts and Customer Fields customers in sync with this seamless workflow. Whenever a new contact is added to your Clio account, a corresponding customer will be created in the Customer Fields app, streamlining the process and helping you maintain consistent data across both platforms. This integration not only saves you time but also ensures accuracy in managing your contact information.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create Customer
Create a new customer.
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