Create and update Freshsales Classic contacts from new Clio activities
Stay on top of new activities in Clio and effortlessly keep your Freshsales Classic contacts up-to-date with this workflow. Whenever there's a new activity in Clio, the automation will create or update a contact in Freshsales Classic accordingly. Save time and maintain accurate records by streamlining your contact management process between the two platforms.
Stay on top of new activities in Clio and effortlessly keep your Freshsales Classic contacts up-to-date with this workflow. Whenever there's a new activity in Clio, the automation will create or update a contact in Freshsales Classic accordingly. Save time and maintain accurate records by streamlining your contact management process between the two platforms.
- When this happens...New Activity
Triggers when a new activity is created.
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