Update Pipeline CRM companies when new Clio activities occur
Stay up-to-date with your client's activities and improve your sales process with this efficient workflow. Whenever a new activity takes place in Clio, this automation updates the company information in Pipeline CRM accordingly. Save time and energy in managing client information, while ensuring your CRM is always equipped with the latest insights.
Stay up-to-date with your client's activities and improve your sales process with this efficient workflow. Whenever a new activity takes place in Clio, this automation updates the company information in Pipeline CRM accordingly. Save time and energy in managing client information, while ensuring your CRM is always equipped with the latest insights.
- When this happens...New Activity
Triggers when a new activity is created.
- automatically do this!Update Company
Updates an existing company in your PipelineDeals account.
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