Add new Clio matters to LeadConnector as updated contacts
Efficiently manage your legal practice with this workflow that integrates Clio and LeadConnector. When new matters arise in Clio, the workflow links with LeadConnector to add new contacts or update existing ones. This fluid process guarantees that your contacts align with your ongoing matters, aiding in the smooth operation of your firm.
Efficiently manage your legal practice with this workflow that integrates Clio and LeadConnector. When new matters arise in Clio, the workflow links with LeadConnector to add new contacts or update existing ones. This fluid process guarantees that your contacts align with your ongoing matters, aiding in the smooth operation of your firm.
- When this happens...New Matter
Triggers when a new matter is created.
- automatically do this!Add/Update Contact
Adds or updates an existing contact.
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