Update Kustomer customers when new activities occur in Clio
Effortlessly keep your customer information up-to-date with this seamless workflow between Clio and Kustomer. Whenever there's a new activity in your Clio account, this automation will instantly update the corresponding customer profile in Kustomer, ensuring accurate and current data for improved customer service and efficiency.
Effortlessly keep your customer information up-to-date with this seamless workflow between Clio and Kustomer. Whenever there's a new activity in your Clio account, this automation will instantly update the corresponding customer profile in Kustomer, ensuring accurate and current data for improved customer service and efficiency.
- When this happens...New Activity
Triggers when a new activity is created.
- automatically do this!Update Customer
Update an existing customer in Kustomer
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