Update leads in Freshsales Classic when new activities occur in Clio
Keep your sales process organized by seamlessly updating lead information in Freshsales Classic when new activity is logged in Clio. This workflow ensures your team has up-to-date customer information at their fingertips, allowing them to provide personalized service and streamline their sales efforts. Save time and maintain accurate records with this efficient automation.
Keep your sales process organized by seamlessly updating lead information in Freshsales Classic when new activity is logged in Clio. This workflow ensures your team has up-to-date customer information at their fingertips, allowing them to provide personalized service and streamline their sales efforts. Save time and maintain accurate records with this efficient automation.
- When this happens...New Activity
Triggers when a new activity is created.
- automatically do this!Update Lead
Updates an existing lead.
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