Create Quotient leads from new Clio contacts
Effortlessly streamline your new client onboarding process with this Clio and Quotient integration. When you create a new contact in Clio, this workflow will automatically generate a lead in Quotient, keeping your sales pipeline up-to-date and ensuring you never miss a potential client opportunity. Focus on providing the best legal service while your client management runs smoothly in the background.
Effortlessly streamline your new client onboarding process with this Clio and Quotient integration. When you create a new contact in Clio, this workflow will automatically generate a lead in Quotient, keeping your sales pipeline up-to-date and ensuring you never miss a potential client opportunity. Focus on providing the best legal service while your client management runs smoothly in the background.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create Lead
Creates a new Lead.
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