Create Pipeline CRM persons from new Clio contacts
Easily manage your new contacts in both Clio and Pipeline CRM by setting up this efficient automation. With this workflow, whenever you add a new contact in Clio, a person will be created in Pipeline CRM, ensuring your databases remain up-to-date and connected. Streamline your client management process while strengthening relationships with minimal effort.
Easily manage your new contacts in both Clio and Pipeline CRM by setting up this efficient automation. With this workflow, whenever you add a new contact in Clio, a person will be created in Pipeline CRM, ensuring your databases remain up-to-date and connected. Streamline your client management process while strengthening relationships with minimal effort.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create Person
Creates a new person in your PipelineDeals account.
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