Create Freshsales Classic accounts for new Clio contacts
Effortlessly manage your contacts and accounts with this seamless workflow between Clio and Freshsales Classic. When a new contact is added in Clio, an account will be created in Freshsales Classic, keeping your sales and legal client databases in sync. With this time-saving automation, you can focus on building relationships and growing your business.
Effortlessly manage your contacts and accounts with this seamless workflow between Clio and Freshsales Classic. When a new contact is added in Clio, an account will be created in Freshsales Classic, keeping your sales and legal client databases in sync. With this time-saving automation, you can focus on building relationships and growing your business.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create Account
Creates a new account.
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