Create Funnelytics transactions from new Clio activities
Stay on top of your client activities in Clio and seamlessly track your marketing efforts in Funnelytics with this efficient workflow. When a new activity is added in Clio, a transaction action is created in Funnelytics, ensuring your marketing campaigns are informed by the latest client information. Save time and improve accuracy by letting this integration handle the data transfer for you.
Stay on top of your client activities in Clio and seamlessly track your marketing efforts in Funnelytics with this efficient workflow. When a new activity is added in Clio, a transaction action is created in Funnelytics, ensuring your marketing campaigns are informed by the latest client information. Save time and improve accuracy by letting this integration handle the data transfer for you.
- When this happens...New Activity
Triggers when a new activity is created.
- automatically do this!Transaction Action
Track transaction actions, like purchases or refunds.
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