Create QuickDesk person leads from new Clio activities
Stay organized and responsive by instantly creating new leads in QuickDesk when there's a new activity in Clio. This seamless workflow helps you efficiently manage leads and improve client engagement, ensuring no opportunity slips through the cracks. Improve collaboration between your team members and enhance business productivity with this automated process.
Stay organized and responsive by instantly creating new leads in QuickDesk when there's a new activity in Clio. This seamless workflow helps you efficiently manage leads and improve client engagement, ensuring no opportunity slips through the cracks. Improve collaboration between your team members and enhance business productivity with this automated process.
- When this happens...New Activity
Triggers when a new activity is created.
- automatically do this!Create Person Lead
Creates a person lead.
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