Create new IRIS CRM leads from new Clio contacts
Streamline your lead management process with this workflow that connects Clio and IRIS CRM effortlessly. When a new contact is added in Clio, the integration instantly generates a new lead in IRIS CRM, ensuring your lead database remains up-to-date and organized. Save valuable time and maintain focus on expanding your client base with this seamless connection between both apps.
Streamline your lead management process with this workflow that connects Clio and IRIS CRM effortlessly. When a new contact is added in Clio, the integration instantly generates a new lead in IRIS CRM, ensuring your lead database remains up-to-date and organized. Save valuable time and maintain focus on expanding your client base with this seamless connection between both apps.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create New Lead
Create a new lead.
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