Create FreedomSoft seller leads from new Clio activities
Effortlessly manage your leads between Clio and FreedomSoft with this seamless workflow. Whenever there's a new activity in Clio, a seller lead will be created in FreedomSoft. This helps you keep track of crucial information and streamlines your process, saving time and ensuring consistency between the two platforms.
Effortlessly manage your leads between Clio and FreedomSoft with this seamless workflow. Whenever there's a new activity in Clio, a seller lead will be created in FreedomSoft. This helps you keep track of crucial information and streamlines your process, saving time and ensuring consistency between the two platforms.
- When this happens...New Activity
Triggers when a new activity is created.
- automatically do this!Create Seller Lead
Finds a seller lead based on phone number, email, or full name, scoped by lead campaign.
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