Create Clio company contacts from new Microsoft Dynamics 365 CRM leads
Streamline your sales process by connecting Microsoft Dynamics 365 CRM and Clio with this efficient automation. Whenever a new lead is added in Microsoft Dynamics 365 CRM, this workflow will create a company contact in Clio instantly. Save time and effort, as you no longer need to manually transfer lead information between the two platforms, allowing you to focus on building valuable client relationships.
Streamline your sales process by connecting Microsoft Dynamics 365 CRM and Clio with this efficient automation. Whenever a new lead is added in Microsoft Dynamics 365 CRM, this workflow will create a company contact in Clio instantly. Save time and effort, as you no longer need to manually transfer lead information between the two platforms, allowing you to focus on building valuable client relationships.
- When this happens...New Lead
Triggers when a new lead is created.
- automatically do this!Create Company Contact
Creates a company contact.
- Free forever for core features
- 14 day trial for premium features & apps