Add new Clio contacts to EngageBay Marketing forms automatically
Effortlessly maintain an updated contact list across your Clio and EngageBay Marketing applications with this convenient workflow. When a new contact is created in Clio, it will automatically be added to your EngageBay Marketing contact list. Stay organized and ensure seamless communication by keeping both platforms up to date with the latest contact information.
Effortlessly maintain an updated contact list across your Clio and EngageBay Marketing applications with this convenient workflow. When a new contact is created in Clio, it will automatically be added to your EngageBay Marketing contact list. Stay organized and ensure seamless communication by keeping both platforms up to date with the latest contact information.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Add Contact to Form
Adds a contact to a form in your account.
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