Add new Clio activities to Force24 marketing list as contacts
Keep your marketing list up to date with this convenient workflow. When a new activity is recorded in Clio, it will automatically add the contact associated with that activity to a specified marketing list in Force24. Stay organized and efficiently maintain your marketing efforts with this seamless connection between Clio and Force24.
Keep your marketing list up to date with this convenient workflow. When a new activity is recorded in Clio, it will automatically add the contact associated with that activity to a specified marketing list in Force24. Stay organized and efficiently maintain your marketing efforts with this seamless connection between Clio and Force24.
- When this happens...New Activity
Triggers when a new activity is created.
- automatically do this!Add Contact to Marketing List
Adds a contact to a marketing list.
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