Create Clio company contacts for new Interact leads
Effortlessly manage your new leads from Interact with this time-saving automation. Once set up, every time a new lead is captured in Interact, this workflow will create a company contact in Clio, ensuring that all important information is readily available in one place. Stay organized and improve your response time to potential clients with this seamless integration.
Effortlessly manage your new leads from Interact with this time-saving automation. Once set up, every time a new lead is captured in Interact, this workflow will create a company contact in Clio, ensuring that all important information is readily available in one place. Stay organized and improve your response time to potential clients with this seamless integration.
- When this happens...New Lead
Triggers when a new lead is collected from quiz.
- automatically do this!Create Company Contact
Creates a company contact.
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