Create noCRM.io prospects from new Clio contacts
Effortlessly manage your leads with this efficient workflow between Clio and noCRM.io. When a new contact is created in Clio, the automation will instantly create a prospect in noCRM.io, ensuring you always stay up-to-date with your potential clients. Save time and enhance your sales process with this seamless connection between the two platforms.
Effortlessly manage your leads with this efficient workflow between Clio and noCRM.io. When a new contact is created in Clio, the automation will instantly create a prospect in noCRM.io, ensuring you always stay up-to-date with your potential clients. Save time and enhance your sales process with this seamless connection between the two platforms.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create Prospect
Create a prospect on a specific prospecting list based on the data given. This action only works for Expert edition and above.
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