Add new Marketo leads as company contacts in Clio
Effortlessly keep your new leads organized by connecting your Marketo and Clio apps. With this workflow, whenever you add a new lead in Marketo, it will instantly create a contact in Clio, ensuring that your business maintains accurate and up-to-date records. Streamline your lead management and maximize your team's efficiency with this seamless automation.
Effortlessly keep your new leads organized by connecting your Marketo and Clio apps. With this workflow, whenever you add a new lead in Marketo, it will instantly create a contact in Clio, ensuring that your business maintains accurate and up-to-date records. Streamline your lead management and maximize your team's efficiency with this seamless automation.
- When this happens...New Lead
Triggers when a new lead is created.
- automatically do this!Create Company Contact
Creates a company contact.
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