Log new Clio contacts as calls in Follow Up Boss
Effortlessly keep track of new contacts in your Clio account by logging calls in Follow Up Boss with this seamless workflow. When you add a new contact in Clio, this automation will create a call log in Follow Up Boss, ensuring that all client interactions are accurately documented and easily accessible. Spend less time on manual data entry and focus on what really matters - building strong relationships with your clients.
Effortlessly keep track of new contacts in your Clio account by logging calls in Follow Up Boss with this seamless workflow. When you add a new contact in Clio, this automation will create a call log in Follow Up Boss, ensuring that all client interactions are accurately documented and easily accessible. Spend less time on manual data entry and focus on what really matters - building strong relationships with your clients.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Log Call
Logs a call on a contact.
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