Create new Clio contacts from Microsoft Dynamics 365 CRM leads
Effortlessly manage your leads and streamline your CRM process with this Microsoft Dynamics 365 CRM and Clio integration. When a new lead is added in Microsoft Dynamics 365 CRM, this workflow automatically creates a person contact in Clio, ensuring all relevant information is instantly accessible within your preferred legal practice management platform. Save time on data entry and keep client information organized and up-to-date with this powerful automation.
Effortlessly manage your leads and streamline your CRM process with this Microsoft Dynamics 365 CRM and Clio integration. When a new lead is added in Microsoft Dynamics 365 CRM, this workflow automatically creates a person contact in Clio, ensuring all relevant information is instantly accessible within your preferred legal practice management platform. Save time on data entry and keep client information organized and up-to-date with this powerful automation.
- When this happens...New Lead
Triggers when a new lead is created.
- automatically do this!Create Person Contact
Creates a person contact.
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