Clio + Freshsales Classic
Create Freshsales Classic deals from new Clio contacts
Save time and streamline your sales process with this Clio and Freshsales Classic workflow. When a new contact is added in Clio, a deal is instantly created in Freshsales Classic, keeping your sales pipeline organized and up-to-date. Enhance your efficiency and ensure no opportunity is missed with this seamless automation.
Save time and streamline your sales process with this Clio and Freshsales Classic workflow. When a new contact is added in Clio, a deal is instantly created in Freshsales Classic, keeping your sales pipeline organized and up-to-date. Enhance your efficiency and ensure no opportunity is missed with this seamless automation.
- When this happens...New Contact
Triggers when a new contact 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.