Create new Clio contacts from Microsoft Dynamics 365 CRM contacts
Seamlessly transfer new contacts from Microsoft Dynamics 365 CRM to Clio with this efficient workflow. Whenever you add a new contact in your CRM, this automation will create a corresponding person contact in Clio, streamlining your client management process and ensuring consistent data across both platforms. Save time and maintain organization by connecting these powerful tools today!
Seamlessly transfer new contacts from Microsoft Dynamics 365 CRM to Clio with this efficient workflow. Whenever you add a new contact in your CRM, this automation will create a corresponding person contact in Clio, streamlining your client management process and ensuring consistent data across both platforms. Save time and maintain organization by connecting these powerful tools today!
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create Person Contact
Creates a person contact.
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