Create Perfex CRM leads from new Clio activities
Effortlessly track and manage potential clients in real-time with this Clio and Perfex CRM workflow. When new activity occurs in Clio, a lead will be created in Perfex CRM, ensuring you have the most up-to-date information for lead nurturing and conversion. Stay organized and efficient with this powerful automation.
Effortlessly track and manage potential clients in real-time with this Clio and Perfex CRM workflow. When new activity occurs in Clio, a lead will be created in Perfex CRM, ensuring you have the most up-to-date information for lead nurturing and conversion. Stay organized and efficient with this powerful automation.
- When this happens...New Activity
Triggers when a new activity is created.
- automatically do this!Create Lead
Creates new Lead
- Free forever for core features
- 14 day trial for premium features & apps