Tag KlickTipp contacts for new Clio activities
Keep your contacts up to date with this efficient workflow between Clio and KlickTipp. Whenever a new activity occurs in your Clio account, the corresponding contact will be tagged in KlickTipp. This ensures that your contact list remains organized and accurate, saving you time and enhancing communication with your clients.
Keep your contacts up to date with this efficient workflow between Clio and KlickTipp. Whenever a new activity occurs in your Clio account, the corresponding contact will be tagged in KlickTipp. This ensures that your contact list remains organized and accurate, saving you time and enhancing communication with your clients.
- When this happens...New Activity
Triggers when a new activity is created.
- automatically do this!Tag Contact
Adds one or multiple tags to a contact.
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