Create opportunities in Redtail CRM for new Clio activities
Effortlessly keep track of new activities in your Clio account and instantly create opportunities in Redtail CRM with this seamless workflow. When a new activity occurs in Clio, an opportunity will be generated in Redtail CRM, ensuring all your important leads and potential clients are managed efficiently. This time-saving automation allows you to focus on your work, knowing that your task management and customer relationship needs are taken care of.
Effortlessly keep track of new activities in your Clio account and instantly create opportunities in Redtail CRM with this seamless workflow. When a new activity occurs in Clio, an opportunity will be generated in Redtail CRM, ensuring all your important leads and potential clients are managed efficiently. This time-saving automation allows you to focus on your work, knowing that your task management and customer relationship needs are taken care of.
- When this happens...New Activity
Triggers when a new activity is created.
- automatically do this!Create Opportunity
Creates a new opportunity in your database.
- Free forever for core features
- 14 day trial for premium features & apps