Update Clio matters for new Microsoft Dynamics 365 CRM leads
Effortlessly manage your leads and legal matters by connecting Microsoft Dynamics 365 CRM and Clio. This seamless workflow updates the corresponding matter in Clio when a new lead is added in Microsoft Dynamics 365 CRM, ensuring your legal matters stay up to date and well-organized. Save time, eliminate manual data entry, and streamline your lead management process with this efficient automation.
Effortlessly manage your leads and legal matters by connecting Microsoft Dynamics 365 CRM and Clio. This seamless workflow updates the corresponding matter in Clio when a new lead is added in Microsoft Dynamics 365 CRM, ensuring your legal matters stay up to date and well-organized. Save time, eliminate manual data entry, and streamline your lead management process with this efficient automation.
- When this happens...New Lead
Triggers when a new lead is created.
- automatically do this!Update Matter
Update an existing matter.
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