Create or update LeadSquared leads from new Clio contacts
Effortlessly manage your client database by connecting Clio to LeadSquared with this seamless workflow. When a new contact is added in Clio, the information is shared with LeadSquared to create or update a lead accordingly. This automation ensures consistent data across both platforms and helps you focus on building relationships without worrying about manual data entry.
Effortlessly manage your client database by connecting Clio to LeadSquared with this seamless workflow. When a new contact is added in Clio, the information is shared with LeadSquared to create or update a lead accordingly. This automation ensures consistent data across both platforms and helps you focus on building relationships without worrying about manual data entry.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create or Update Lead
Create a new lead or update an existing contact based on email address.
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