Create leads in LeadSimple from new contacts in Clio
Easily manage your client relationships with this seamless Clio to LeadSimple workflow. When you add a new contact in Clio, a lead will be created in LeadSimple, ensuring all important information is transferred and up-to-date. Simplify your client management process by centralizing your data across these two platforms.
Easily manage your client relationships with this seamless Clio to LeadSimple workflow. When you add a new contact in Clio, a lead will be created in LeadSimple, ensuring all important information is transferred and up-to-date. Simplify your client management process by centralizing your data across these two platforms.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create Lead
Creates a Lead in one of your Pipelines. You'll need to specify a Pipeline and a Stage.
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