Create Freshdesk companies from new Clio contacts
Effortlessly manage your client information by connecting Clio and Freshdesk with this seamless workflow. Each time a new contact is added in Clio, a company will be created in Freshdesk, ensuring your customer data stays up to date in both systems. Stay organized and streamline your client management process with this time-saving automation.
Effortlessly manage your client information by connecting Clio and Freshdesk with this seamless workflow. Each time a new contact is added in Clio, a company will be created in Freshdesk, ensuring your customer data stays up to date in both systems. Stay organized and streamline your client management process with this time-saving automation.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create Company
Allows you to create a Company entry in Freshdesk.
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