Convert new Clio contacts into leads in Freshsales Classic
Effortlessly streamline your client management process with this Clio and Freshsales Classic workflow. Whenever a new contact is added in Clio, the information will be instantly transferred to Freshsales Classic, converting the contact into a lead. Save time and stay organized by simplifying the way you manage your contacts and leads in a seamless manner.
Effortlessly streamline your client management process with this Clio and Freshsales Classic workflow. Whenever a new contact is added in Clio, the information will be instantly transferred to Freshsales Classic, converting the contact into a lead. Save time and stay organized by simplifying the way you manage your contacts and leads in a seamless manner.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Lead Convert
Convert a Lead.
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