Apply an action plan to contacts in Follow Up Boss when new activities occur in Clio
Keep your sales process on track by seamlessly connecting your Clio and Follow Up Boss apps. With this workflow, whenever a new activity is added to Clio, an action plan will be automatically applied to a contact in Follow Up Boss. Now you can focus on what's important — closing deals and building relationships — instead of manually tracking and updating tasks across multiple platforms.
Keep your sales process on track by seamlessly connecting your Clio and Follow Up Boss apps. With this workflow, whenever a new activity is added to Clio, an action plan will be automatically applied to a contact in Follow Up Boss. Now you can focus on what's important — closing deals and building relationships — instead of manually tracking and updating tasks across multiple platforms.
- When this happens...New Activity
Triggers when a new activity is created.
- automatically do this!Apply an Action Plan to a Contact
Applies a selected action plan to a contact.
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