Add new Clio contacts to Ontraport and create or update existing contacts
Effortlessly keep your Clio and Ontraport contacts up-to-date with this seamless workflow. Whenever a new contact is created in your Clio app, this automation will either create a new contact or update an existing one in your Ontraport account. Save time and reduce manual data entry, ensuring consistent and accurate information across both platforms.
Effortlessly keep your Clio and Ontraport contacts up-to-date with this seamless workflow. Whenever a new contact is created in your Clio app, this automation will either create a new contact or update an existing one in your Ontraport account. Save time and reduce manual data entry, ensuring consistent and accurate information across both platforms.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create or Update Contact
Creates or updates a contact in Ontraport.
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