Create new Clio contacts from Interact leads as they come in
Effortlessly manage your new leads from Interact with this seamless workflow that adds them as contacts in Clio. Once set up, every time a new lead is captured in Interact, a person contact will be created in Clio, ensuring your client database stays organized and up-to-date. Save time and streamline your lead management process with this powerful, yet simple, automation.
Effortlessly manage your new leads from Interact with this seamless workflow that adds them as contacts in Clio. Once set up, every time a new lead is captured in Interact, a person contact will be created in Clio, ensuring your client database stays organized and up-to-date. Save time and streamline your lead management process with this powerful, yet simple, automation.
- When this happens...New Lead
Triggers when a new lead is collected from quiz.
- automatically do this!Create Person Contact
Creates a person contact.
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