Create or update beeviral customers with newly added contacts in Clio
Effortlessly manage your Clio contacts and streamline your customer management process with this workflow. When a new contact is added in Clio, it will create or update a customer in beeviral, ensuring your records are always up-to-date and accurate. Save time and enhance your workflow efficiency with this seamless integration.
Effortlessly manage your Clio contacts and streamline your customer management process with this workflow. When a new contact is added in Clio, it will create or update a customer in beeviral, ensuring your records are always up-to-date and accurate. Save time and enhance your workflow efficiency with this seamless integration.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create/Update Customer
Create a customer in your campaign ou update data for existing customer
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