Create PersistIQ campaign prospects from new Clio contacts
Easily keep your sales outreach organized and efficient with this automation. When a new contact is added in Clio, this workflow will add them as a prospect to a campaign in PersistIQ, streamlining your onboarding process and ensuring they receive the necessary communications. Stay on top of your sales pipeline and never miss an opportunity to connect with potential clients.
Easily keep your sales outreach organized and efficient with this automation. When a new contact is added in Clio, this workflow will add them as a prospect to a campaign in PersistIQ, streamlining your onboarding process and ensuring they receive the necessary communications. Stay on top of your sales pipeline and never miss an opportunity to connect with potential clients.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Add Prospect to Campaign
Adds a prospect to a campaign.
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