Create leads in Firepoint CRM from new Clio activities
Effortlessly manage your leads with this seamless workflow between Clio and Firepoint CRM. Whenever there's a new activity in Clio, this automation will create a lead in Firepoint CRM, ensuring you stay updated on your prospects without any manual data entry. Streamline your lead management process, save time, and focus on growing your business.
Effortlessly manage your leads with this seamless workflow between Clio and Firepoint CRM. Whenever there's a new activity in Clio, this automation will create a lead in Firepoint CRM, ensuring you stay updated on your prospects without any manual data entry. Streamline your lead management process, save time, and focus on growing your business.
- When this happens...New Activity
Triggers when a new activity is created.
- automatically do this!Create Lead
Creates a new lead in Firepoint.
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