Add new Clio contacts as customers in GatherUp
Efficiently manage your client list by connecting Clio and GatherUp with this streamlined automation. Whenever a new contact is added in Clio, a customer will be created in GatherUp, ensuring your data stays up-to-date and ready for future interactions. Enhance your client relationship management and save valuable time with this seamless workflow.
Efficiently manage your client list by connecting Clio and GatherUp with this streamlined automation. Whenever a new contact is added in Clio, a customer will be created in GatherUp, ensuring your data stays up-to-date and ready for future interactions. Enhance your client relationship management and save valuable time with this seamless workflow.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create Customer
Creates a new customer in GatherUp and optionally sends a feedback request.
- Free forever for core features
- 14 day trial for premium features & apps