Manage new Clio activities by adding or removing tags on Intercom leads
Keep your Intercom leads updated with the latest activities from your Clio account by using this efficient automation. When a new activity is logged in Clio, this workflow will instantly update the associated lead in Intercom by adding or removing a tag. Save time and maintain accurate information across platforms, making it simpler for your team to stay informed on lead status and activities.
Keep your Intercom leads updated with the latest activities from your Clio account by using this efficient automation. When a new activity is logged in Clio, this workflow will instantly update the associated lead in Intercom by adding or removing a tag. Save time and maintain accurate information across platforms, making it simpler for your team to stay informed on lead status and activities.
- When this happens...New Activity
Triggers when a new activity is created.
- automatically do this!Add/Remove Tag on Lead
Attach or remove a tag on a specific lead.
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