Create new Direct Mail addresses from new Clio activities
Effortlessly keep your mailing lists up-to-date with this seamless workflow between Clio and Direct Mail. When new activity occurs in Clio, this automation will instantly create a new address in Direct Mail, ensuring your marketing efforts are always targeted and efficient. Spend less time manually updating contacts and more time growing your business with this streamlined process.
Effortlessly keep your mailing lists up-to-date with this seamless workflow between Clio and Direct Mail. When new activity occurs in Clio, this automation will instantly create a new address in Direct Mail, ensuring your marketing efforts are always targeted and efficient. Spend less time manually updating contacts and more time growing your business with this streamlined process.
- When this happens...New Activity
Triggers when a new activity is created.
- automatically do this!New Address
Creates a new address or updates an existing address.
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