Create deals in Pipeline CRM for new contacts in Clio
Easily manage your leads and keep your sales pipeline up-to-date with this automation. When a new contact is added in Clio, a deal will be created in Pipeline CRM, ensuring efficient tracking of potential clients. This streamlined workflow saves you time and helps maintain accurate records in both platforms.
Easily manage your leads and keep your sales pipeline up-to-date with this automation. When a new contact is added in Clio, a deal will be created in Pipeline CRM, ensuring efficient tracking of potential clients. This streamlined workflow saves you time and helps maintain accurate records in both platforms.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create Deal
Creates a new deal in your PipelineDeals account.
- Free forever for core features
- 14 day trial for premium features & apps