Create Freshsales Suite accounts for new Clio matters to streamline client management
Effortlessly keep your sales and legal information in sync with this handy workflow. When a new matter is created in Clio, an account will be simultaneously generated in your Freshsales Suite. This integration simplifies the process of managing and organizing client information, streamlining your team's collaboration and ensuring that valuable data is always up-to-date across both platforms.
Effortlessly keep your sales and legal information in sync with this handy workflow. When a new matter is created in Clio, an account will be simultaneously generated in your Freshsales Suite. This integration simplifies the process of managing and organizing client information, streamlining your team's collaboration and ensuring that valuable data is always up-to-date across both platforms.
- When this happens...New Matter
Triggers when a new matter is created.
- automatically do this!Create Account
Creates a new account.
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