Clio + Instapage
Create company contacts in Clio for new Instapage form submissions
Effortlessly manage new leads from your Instapage forms by adding them to Clio as company contacts. With this workflow, every time a form is submitted on Instapage, a new contact will be created in Clio with the relevant information. This seamless process saves you time, reduces manual data entry errors, and helps you stay organized with your potential clients.
Effortlessly manage new leads from your Instapage forms by adding them to Clio as company contacts. With this workflow, every time a form is submitted on Instapage, a new contact will be created in Clio with the relevant information. This seamless process saves you time, reduces manual data entry errors, and helps you stay organized with your potential clients.
- When this happens...Form Submission
Triggers when a new form is submitted.
- automatically do this!Create Company Contact
Creates a company contact.
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