Create Real Geeks leads from new Clio contacts
Efficiently manage your leads by connecting Clio and Real Geeks. With this automation, every time a new contact is added in Clio, a lead will be created in Real Geeks, allowing you to streamline your workflow and stay organized. Keep your client details and leads up to date without the need for manual data entry, saving you valuable time and effort.
Efficiently manage your leads by connecting Clio and Real Geeks. With this automation, every time a new contact is added in Clio, a lead will be created in Real Geeks, allowing you to streamline your workflow and stay organized. Keep your client details and leads up to date without the need for manual data entry, saving you valuable time and effort.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create Lead
Create a new Lead.
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