Create new Genoo leads from new Clio activities
Effortlessly streamline your lead management process with this Clio and Genoo automation. When a new activity occurs in Clio, a lead will be created in Genoo, saving you time and ensuring that no potential client slips through the cracks. Focus more on growing your business and maintaining relationships with this efficient workflow.
Effortlessly streamline your lead management process with this Clio and Genoo automation. When a new activity occurs in Clio, a lead will be created in Genoo, saving you time and ensuring that no potential client slips through the cracks. Focus more on growing your business and maintaining relationships with this efficient workflow.
- When this happens...New Activity
Triggers when a new activity is created.
- automatically do this!Create Lead
Add or update Lead Record within your Genoo account.
- Free forever for core features
- 14 day trial for premium features & apps