Clio + Freshsales Classic
Create Freshsales Classic deals for new Clio activities
Effortlessly manage your sales leads with this Clio to Freshsales Classic workflow. Whenever a new activity is added in Clio, this automation will create a corresponding deal in Freshsales Classic, keeping your sales process organized and efficient. Save time and stay focused on closing deals, while this integration takes care of the rest.
Effortlessly manage your sales leads with this Clio to Freshsales Classic workflow. Whenever a new activity is added in Clio, this automation will create a corresponding deal in Freshsales Classic, keeping your sales process organized and efficient. Save time and stay focused on closing deals, while this integration takes care of the rest.
- When this happens...New Activity
Triggers when a new activity is created.
- automatically do this!Create Deal
Creates a new deal.
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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.