Track new Clio activities by updating activities in Redtail CRM
Effortlessly keep your contacts updated with this seamless workflow between Clio and Redtail CRM. Whenever a new activity is added in Clio, the corresponding contact's activity will be updated in Redtail CRM as well. This automation ensures that your client information remains accurate and up-to-date across both platforms, saving you time and preventing manual data entry errors.
Effortlessly keep your contacts updated with this seamless workflow between Clio and Redtail CRM. Whenever a new activity is added in Clio, the corresponding contact's activity will be updated in Redtail CRM as well. This automation ensures that your client information remains accurate and up-to-date across both platforms, saving you time and preventing manual data entry errors.
- When this happens...New Activity
Triggers when a new activity is created.
- automatically do this!Update Activity
Updates and existing activity in your database.
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