Create Redtail CRM activities for new Clio contacts
Stay organized and efficient by connecting Clio and Redtail CRM with this seamless workflow. Whenever you add a new contact in Clio, the integration will automatically create a corresponding activity in Redtail CRM, ensuring that all of your client information stays up-to-date across both platforms. Save time and eliminate manual data entry by automating this process between your legal practice management and CRM tools.
Stay organized and efficient by connecting Clio and Redtail CRM with this seamless workflow. Whenever you add a new contact in Clio, the integration will automatically create a corresponding activity in Redtail CRM, ensuring that all of your client information stays up-to-date across both platforms. Save time and eliminate manual data entry by automating this process between your legal practice management and CRM tools.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create Activity
Creates a new activity in your database.
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