Create NeonCRM accounts for new Clio contacts instantly
Effortlessly keep your contact records in sync between Clio and NeonCRM with this workflow. Whenever a new contact is added in Clio, it will create a new account in NeonCRM, ensuring your client and donor information remains consistent across both platforms. Save time and eliminate manual data entry, allowing you to focus on building relationships and enhancing your organization's efficiency.
Effortlessly keep your contact records in sync between Clio and NeonCRM with this workflow. Whenever a new contact is added in Clio, it will create a new account in NeonCRM, ensuring your client and donor information remains consistent across both platforms. Save time and eliminate manual data entry, allowing you to focus on building relationships and enhancing your organization's efficiency.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create Account
Creates a new account.
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