Create leads in LeadSimple from new activities in Clio
Stay on top of new activities in Clio and effortlessly generate leads in LeadSimple with this efficient workflow. When a new activity occurs in your Clio account, it will seamlessly create a lead in LeadSimple for you, helping you save time and ensure your leads are updated promptly. This automation streamlines your lead management process and allows you to focus on growing your business.
Stay on top of new activities in Clio and effortlessly generate leads in LeadSimple with this efficient workflow. When a new activity occurs in your Clio account, it will seamlessly create a lead in LeadSimple for you, helping you save time and ensure your leads are updated promptly. This automation streamlines your lead management process and allows you to focus on growing your business.
- When this happens...New Activity
Triggers when a new activity 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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