Create buyer leads in FreedomSoft for new Clio activities
Effortlessly manage your leads from Clio to FreedomSoft with this streamlined workflow. Whenever a new activity occurs in Clio, this automation will create a buyer lead in FreedomSoft, ensuring all information is readily available to manage and nurture relationships. Save time and stay organized by seamlessly transferring data between these two powerful tools.
Effortlessly manage your leads from Clio to FreedomSoft with this streamlined workflow. Whenever a new activity occurs in Clio, this automation will create a buyer lead in FreedomSoft, ensuring all information is readily available to manage and nurture relationships. Save time and stay organized by seamlessly transferring data between these two powerful tools.
- When this happens...New Activity
Triggers when a new activity 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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