Update Clio company contacts when new leads emerge in Microsoft Dynamics 365 CRM
Streamline your lead management process by connecting Microsoft Dynamics 365 CRM with Clio. When a new lead is created in Microsoft Dynamics 365 CRM, this workflow will update the company contact information in Clio, ensuring that your client database stays up-to-date. Save time, reduce manual work, and keep your contacts in sync with this efficient and easy-to-implement solution.
Streamline your lead management process by connecting Microsoft Dynamics 365 CRM with Clio. When a new lead is created in Microsoft Dynamics 365 CRM, this workflow will update the company contact information in Clio, ensuring that your client database stays up-to-date. Save time, reduce manual work, and keep your contacts in sync with this efficient and easy-to-implement solution.
- When this happens...New Lead
Triggers when a new lead is created.
- automatically do this!Update Company Contact
Updates an existing company contact.
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