Create Pipeline CRM persons for new Clio activities
Effortlessly manage your customer relationships with this streamlined workflow between Clio and Pipeline CRM. When a new activity occurs in Clio, this automation creates a person in Pipeline CRM, ensuring your contacts stay organized and up-to-date. Focus on growing your business and leave manual customer management tasks behind.
Effortlessly manage your customer relationships with this streamlined workflow between Clio and Pipeline CRM. When a new activity occurs in Clio, this automation creates a person in Pipeline CRM, ensuring your contacts stay organized and up-to-date. Focus on growing your business and leave manual customer management tasks behind.
- When this happens...New Activity
Triggers when a new activity is created.
- automatically do this!Create Person
Creates a new person in your PipelineDeals account.
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