Create or update EngageBay Marketing contacts for new Clio activities
Keep your EngageBay Marketing contacts up-to-date with this Clio integration. Every time there's a new activity in your Clio account, this workflow will create or update the contact in EngageBay Marketing, ensuring your marketing efforts stay in sync with your legal practice's interactions. Say goodbye to manual data entry and focus on fostering stronger relationships with your clients.
Keep your EngageBay Marketing contacts up-to-date with this Clio integration. Every time there's a new activity in your Clio account, this workflow will create or update the contact in EngageBay Marketing, ensuring your marketing efforts stay in sync with your legal practice's interactions. Say goodbye to manual data entry and focus on fostering stronger relationships with your clients.
- When this happens...New Activity
Triggers when a new activity is created.
- automatically do this!Create or Update Contact
Updates the contact based on the email address. Creates a new contact if one is not found.
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