Create or update PersistIQ prospects when new activities are added in Clio
Stay on top of your client management with this efficient workflow between Clio and PersistIQ. Whenever there's a new activity in your Clio app, this automation will ensure a prospect is created or updated in PersistIQ, saving you time and keeping your records up to date. Enhance your productivity and never miss a beat when it comes to tracking client interactions.
Stay on top of your client management with this efficient workflow between Clio and PersistIQ. Whenever there's a new activity in your Clio app, this automation will ensure a prospect is created or updated in PersistIQ, saving you time and keeping your records up to date. Enhance your productivity and never miss a beat when it comes to tracking client interactions.
- When this happens...New Activity
Triggers when a new activity is created.
- automatically do this!Create or Update Prospect
Creates or updates a prospect.
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