Clio + Freshsales Classic
Create Freshsales Classic leads from new Clio activities
Effortlessly manage your leads with this Clio to Freshsales Classic workflow. Upon detecting new activity in the Clio app, this automation will create a lead in Freshsales Classic, ensuring a seamless process for handling potential clients. Save time and stay organized by allowing this integration to handle the lead capturing process for you.
Effortlessly manage your leads with this Clio to Freshsales Classic workflow. Upon detecting new activity in the Clio app, this automation will create a lead in Freshsales Classic, ensuring a seamless process for handling potential clients. Save time and stay organized by allowing this integration to handle the lead capturing process for you.
- When this happens...New Activity
Triggers when a new activity is created.
- automatically do this!Create Lead
Creates a new lead.
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About Clio
Clio is a practice management platform that helps lawyers work more efficiently by making it easy to do tasks like tracking time, managing matters, and generating invoices.
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Zapier Interfaces
App Builder, CRM (Customer Relationship Management), Forms & Surveys, ZapierAbout Freshsales Classic
Freshsales Classic is an online, cloud-based CRM with integrated phone and email, user behavior tracking, lead scoring and more.