Clio + PersistIQ
Create or update PersistIQ prospects when new Clio contacts are added
Easily manage your new contacts from Clio by integrating them into PersistIQ in real-time with this automation. Once set up, every time a new contact is created in Clio, it will either create a new prospect or update an existing prospect in PersistIQ. Keep your sales pipeline organized and up-to-date, ensuring that you never miss an opportunity to connect with potential clients.
Easily manage your new contacts from Clio by integrating them into PersistIQ in real-time with this automation. Once set up, every time a new contact is created in Clio, it will either create a new prospect or update an existing prospect in PersistIQ. Keep your sales pipeline organized and up-to-date, ensuring that you never miss an opportunity to connect with potential clients.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create or Update Prospect
Creates or updates a prospect.
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