Create buyer leads in FreedomSoft for new contacts in Clio
Easily streamline your client management process with this convenient workflow. When you add a new contact in Clio, this automation will create a buyer lead in FreedomSoft, ensuring your client information stays organized and up-to-date. Save time and improve accuracy by eliminating manual data entry between the two platforms.
Easily streamline your client management process with this convenient workflow. When you add a new contact in Clio, this automation will create a buyer lead in FreedomSoft, ensuring your client information stays organized and up-to-date. Save time and improve accuracy by eliminating manual data entry between the two platforms.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create Buyer Lead
Finds a buyer lead based on phone number, email, or full name, scoped by lead campaign.
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