Add new Clio contacts to Alfred campaigns as leads
Streamline your client onboarding process by integrating Clio and Alfred with this efficient workflow. Once you add a new contact in Clio, they will be enrolled in a marketing campaign in Alfred, saving you time and ensuring a seamless experience for both you and your clients. This workflow helps nurture and engage leads more effectively without manual intervention.
Streamline your client onboarding process by integrating Clio and Alfred with this efficient workflow. Once you add a new contact in Clio, they will be enrolled in a marketing campaign in Alfred, saving you time and ensuring a seamless experience for both you and your clients. This workflow helps nurture and engage leads more effectively without manual intervention.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Add Lead to Campaign
Adds lead(s) to campaign
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