Create Freshsales Suite deals for new Clio activities
Streamline your sales process by connecting Clio and Freshsales Suite with this workflow. Whenever a new activity occurs in Clio, a deal will be created in Freshsales Suite, ensuring your team stays organized and on top of all leads. Save time and minimize manual data entry by automating this crucial aspect of your sales pipeline.
Streamline your sales process by connecting Clio and Freshsales Suite with this workflow. Whenever a new activity occurs in Clio, a deal will be created in Freshsales Suite, ensuring your team stays organized and on top of all leads. Save time and minimize manual data entry by automating this crucial aspect of your sales pipeline.
- When this happens...New Activity
Triggers when a new activity is created.
- automatically do this!Create Deal
Creates a new deal.
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