Create Help Scout customers from new Clio activities
Effortlessly manage your clients' needs by connecting Clio to Help Scout with this streamlined workflow. This automation creates a customer in Help Scout whenever there's new activity in Clio, making their information readily accessible. Save time and maintain an organized client database by implementing this seamless process.
Effortlessly manage your clients' needs by connecting Clio to Help Scout with this streamlined workflow. This automation creates a customer in Help Scout whenever there's new activity in Clio, making their information readily accessible. Save time and maintain an organized client database by implementing this seamless process.
- When this happens...New Activity
Triggers when a new activity is created.
- automatically do this!Create Customer
Creates a customer, optionally with all available customer entries (emails, phones, chat handles, social profiles and address).
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