Create leads in Nutshell for new contacts in Clio
Effortlessly streamline your client management process with this Clio and Nutshell integration. When a new contact is added in Clio, this workflow will instantly create a lead in Nutshell, ensuring your sales team always has the most up-to-date information. Save time and improve communication by connecting your legal and sales teams with this powerful automation.
Effortlessly streamline your client management process with this Clio and Nutshell integration. When a new contact is added in Clio, this workflow will instantly create a lead in Nutshell, ensuring your sales team always has the most up-to-date information. Save time and improve communication by connecting your legal and sales teams with this powerful automation.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create Lead
Creates a new Lead.
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