Add new Clio matters to LeadConnector campaign as leads
Streamline your legal practice operations using this automation. Whenever a new matter arises in Clio, it instantly adds a lead to a campaign in LeadConnector. This efficient workflow ensures you never miss a potential client and enhances your marketing efforts, saving you valuable time.
Streamline your legal practice operations using this automation. Whenever a new matter arises in Clio, it instantly adds a lead to a campaign in LeadConnector. This efficient workflow ensures you never miss a potential client and enhances your marketing efforts, saving you valuable time.
- When this happens...New Matter
Triggers when a new matter is created.
- automatically do this!Add Lead to Campaign
Adds a lead to an existing campaign.
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