Log new Clio activities as calls in Follow Up Boss
Effortlessly stay on top of your client communication with this seamless Clio and Follow Up Boss integration. When a new activity occurs in Clio, this workflow will log a call in Follow Up Boss, ensuring you never miss an update and can easily manage your calls in one place. Save time and enhance your client tracking capabilities with this efficient automation.
Effortlessly stay on top of your client communication with this seamless Clio and Follow Up Boss integration. When a new activity occurs in Clio, this workflow will log a call in Follow Up Boss, ensuring you never miss an update and can easily manage your calls in one place. Save time and enhance your client tracking capabilities with this efficient automation.
- When this happens...New Activity
Triggers when a new activity is created.
- automatically do this!Log Call
Logs a call on a contact.
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