Create new Firepoint CRM leads when Clio contacts are added
Effortlessly manage your leads and maintain organization between Clio and Firepoint CRM with this seamless workflow. When a new contact is added in Clio, a lead will be created in Firepoint CRM, ensuring your leads are consistently up-to-date and ready for your attention. Save time and streamline your lead tracking process with this efficient automation.
Effortlessly manage your leads and maintain organization between Clio and Firepoint CRM with this seamless workflow. When a new contact is added in Clio, a lead will be created in Firepoint CRM, ensuring your leads are consistently up-to-date and ready for your attention. Save time and streamline your lead tracking process with this efficient automation.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create Lead
Creates a new lead in Firepoint.
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