Add new Clio contacts to Leader CRM as contacts
Effortlessly maintain an organized contact list with this Clio to Leader CRM workflow. When you add a new contact in Clio, the contact will be instantly created in Leader CRM, ensuring your data stays accurate and up-to-date across both platforms. Save time on manual data entry and keep your teams aligned in managing client information.
Effortlessly maintain an organized contact list with this Clio to Leader CRM workflow. When you add a new contact in Clio, the contact will be instantly created in Leader CRM, ensuring your data stays accurate and up-to-date across both platforms. Save time on manual data entry and keep your teams aligned in managing client information.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create Contact
Creates a new contact.
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