Create personal prospects in EZLynx from new activities in Clio
Effortlessly manage your legal and insurance prospecting with this seamless workflow. When new activities occur in your Clio app, it will create personal prospects in the EZLynx app, keeping all your important information updated and organized. This powerful automation streamlines your processes, saving you time to focus on essential tasks and enhance your client interactions.
Effortlessly manage your legal and insurance prospecting with this seamless workflow. When new activities occur in your Clio app, it will create personal prospects in the EZLynx app, keeping all your important information updated and organized. This powerful automation streamlines your processes, saving you time to focus on essential tasks and enhance your client interactions.
- When this happens...New Activity
Triggers when a new activity is created.
- automatically do this!Create Personal Prospect
Creates a new personal prospect.
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