Tag new Clio contacts as leads in Intercom for easy management
Effortlessly manage your leads by connecting Clio and Intercom with this seamless workflow. Whenever a new contact is added in Clio, this automation will quickly create a new contact in Intercom, ensuring consistent organization and tracking across both platforms. Stay on top of your leads and maintain accurate data without the hassle of manual updates.
Effortlessly manage your leads by connecting Clio and Intercom with this seamless workflow. Whenever a new contact is added in Clio, this automation will quickly create a new contact in Intercom, ensuring consistent organization and tracking across both platforms. Stay on top of your leads and maintain accurate data without the hassle of manual updates.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Add/Remove Tag on Lead
Attach or remove a tag on a specific lead.
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