Update PersistIQ prospects status for new Clio contacts
Effortlessly keep your sales pipeline updated with this Clio and PersistIQ integration. When a new contact is added in Clio, this workflow will automatically update the prospect's status in PersistIQ, ensuring your sales team has up-to-date and accurate information about each lead. Save time and focus on closing deals while this seamless connection takes care of your contact management.
Effortlessly keep your sales pipeline updated with this Clio and PersistIQ integration. When a new contact is added in Clio, this workflow will automatically update the prospect's status in PersistIQ, ensuring your sales team has up-to-date and accurate information about each lead. Save time and focus on closing deals while this seamless connection takes care of your contact management.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Update Prospect Status
Updates prospect status.
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