Add new Clio matters as opportunities in LeadConnector
Boost the efficiency of your sales process with this seamless workflow. When a new matter is created in Clio, it will update or add an opportunity in LeadConnector. This continuous process ensures that all your potential sales leads are accurately tracked and updated. Simplify your lead management, stay organized, and never miss a potential opportunity with this easy automation.
Boost the efficiency of your sales process with this seamless workflow. When a new matter is created in Clio, it will update or add an opportunity in LeadConnector. This continuous process ensures that all your potential sales leads are accurately tracked and updated. Simplify your lead management, stay organized, and never miss a potential opportunity with this easy automation.
- When this happens...New Matter
Triggers when a new matter is created.
- automatically do this!Add/Update Opportunity
Adds or updates an existing opportunity.
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