Clio + Elevated CRM
Create or update Elevated CRM contacts from new Clio activities
Stay on top of your client management and seamlessly transfer data between Clio and Elevated CRM by setting up this automation. Whenever there's a new activity in Clio, this workflow will create or update a contact by email in Elevated CRM, ensuring your customer information is always up-to-date and easily accessible. Save time and focus on more important tasks by integrating your Clio and Elevated CRM apps.
Stay on top of your client management and seamlessly transfer data between Clio and Elevated CRM by setting up this automation. Whenever there's a new activity in Clio, this workflow will create or update a contact by email in Elevated CRM, ensuring your customer information is always up-to-date and easily accessible. Save time and focus on more important tasks by integrating your Clio and Elevated CRM apps.
- When this happens...New Activity
Triggers when a new activity is created.
- automatically do this!Create or Update Contact by Email
Create Or Update A Contact By Email. When updating, if we find several contacts, we will only update the most recently created contact.
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