Manage new Clio contacts by updating them in LeadConnector
When a new contact is added in Clio, this workflow ensures their details are seamlessly integrated into LeadConnector. This streamlined process helps mitigate manual data entry errors while enhancing efficiency in client management. It's an ideal solution for law firms and legal practitioners leveraging both Clio and LeadConnector for efficient contact management.
When a new contact is added in Clio, this workflow ensures their details are seamlessly integrated into LeadConnector. This streamlined process helps mitigate manual data entry errors while enhancing efficiency in client management. It's an ideal solution for law firms and legal practitioners leveraging both Clio and LeadConnector for efficient contact management.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Add/Update Contact
Adds or updates an existing contact.
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