Add new Clio contacts to PenPals
Copy-pasting contacts out of Clio can slow intake and introduce mistakes. When this integration is on, each new Clio contact is added to PenPals in real time. Your mailing list stays current, so you can thank clients or request reviews with zero manual data work.
Copy-pasting contacts out of Clio can slow intake and introduce mistakes. When this integration is on, each new Clio contact is added to PenPals in real time. Your mailing list stays current, so you can thank clients or request reviews with zero manual data work.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Add Contact
Adds a recipient to your address book.
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