Create ProAgentWebsites.com contacts from new Clio activities
Effortlessly keep your contacts up-to-date with this streamlined workflow between Clio and ProAgentWebsites.com. Whenever there's a new activity in Clio, a contact will be added to your ProAgentWebsites.com account, ensuring your contact list stays current without any manual intervention. Stay organized and enhance your professional network with this seamless integration.
Effortlessly keep your contacts up-to-date with this streamlined workflow between Clio and ProAgentWebsites.com. Whenever there's a new activity in Clio, a contact will be added to your ProAgentWebsites.com account, ensuring your contact list stays current without any manual intervention. Stay organized and enhance your professional network with this seamless integration.
- When this happens...New Activity
Triggers when a new activity is created.
- automatically do this!Add Contact
Adds a new contact to the CRM.
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