Create leads in Freshsales Classic for new contacts in Clio
Effortlessly manage your contacts and leads with this Clio and Freshsales Classic workflow. Every time you add a new contact in Clio, this automation will create a lead in Freshsales Classic, ensuring a smoother and more organized sales process. Keep your contact and lead data up-to-date and accurate without the need to manually input information across platforms.
Effortlessly manage your contacts and leads with this Clio and Freshsales Classic workflow. Every time you add a new contact in Clio, this automation will create a lead in Freshsales Classic, ensuring a smoother and more organized sales process. Keep your contact and lead data up-to-date and accurate without the need to manually input information across platforms.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create Lead
Creates a new lead.
- Free forever for core features
- 14 day trial for premium features & apps