Create Redtail CRM contacts from new Clio activities
Streamline your client management process by connecting Clio and Redtail CRM with this efficient workflow. When new activity occurs in Clio, this automation creates a contact in Redtail CRM, keeping all client information organized and up-to-date. Save valuable time and effort while reducing the risk of manual data entry errors with this seamless integration.
Streamline your client management process by connecting Clio and Redtail CRM with this efficient workflow. When new activity occurs in Clio, this automation creates a contact in Redtail CRM, keeping all client information organized and up-to-date. Save valuable time and effort while reducing the risk of manual data entry errors with this seamless integration.
- When this happens...New Activity
Triggers when a new activity is created.
- automatically do this!Create Contact
Creates a new contact in your database.
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