Create and update Freshsales Classic leads when new Clio contacts are added
Effortlessly keep your contacts up-to-date with this seamless Clio and Freshsales Classic automation. When you add a new contact in Clio, this workflow will update the corresponding lead in Freshsales Classic, ensuring your information remains consistent across both platforms. Stay organized and save time by automating your contact management process.
Effortlessly keep your contacts up-to-date with this seamless Clio and Freshsales Classic automation. When you add a new contact in Clio, this workflow will update the corresponding lead in Freshsales Classic, ensuring your information remains consistent across both platforms. Stay organized and save time by automating your contact management process.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Update Lead
Updates an existing lead.
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