Create contacts in Clio from new leads in Outgrow
Effortlessly manage your new leads with this Outgrow-Clio integration. When a new lead is generated in Outgrow, this workflow will create a person contact in Clio, saving you time and ensuring that all your contacts are in one centralized location. Streamline your lead management process and stay on top of your growing client base with this seamless connection between Outgrow and Clio.
Effortlessly manage your new leads with this Outgrow-Clio integration. When a new lead is generated in Outgrow, this workflow will create a person contact in Clio, saving you time and ensuring that all your contacts are in one centralized location. Streamline your lead management process and stay on top of your growing client base with this seamless connection between Outgrow and Clio.
- When this happens...New Lead
Triggers when a new lead is created. Works on all Outgrow plans.
- automatically do this!Create Person Contact
Creates a person contact.
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