Add new Clio activities as members in IndustryNewsletters for streamlined tracking
Stay up-to-date with your contacts' activities in Clio and effortlessly grow your IndustryNewsletters mailing list with this efficient workflow. Whenever a new activity occurs in Clio, the corresponding contact will be added as a member to your selected IndustryNewsletters list. Save time on manual data entry, and ensure your marketing outreach includes the latest information for your audience.
Stay up-to-date with your contacts' activities in Clio and effortlessly grow your IndustryNewsletters mailing list with this efficient workflow. Whenever a new activity occurs in Clio, the corresponding contact will be added as a member to your selected IndustryNewsletters list. Save time on manual data entry, and ensure your marketing outreach includes the latest information for your audience.
- When this happens...New Activity
Triggers when a new activity is created.
- automatically do this!Add Member
Adds a member to your list, and subscribes them to your newsletter
- Free forever for core features
- 14 day trial for premium features & apps