Create new Clio company contacts when Redtail CRM contacts are added
Effortlessly keep your contacts up-to-date across Redtail CRM and Clio with this seamless automation. Whenever a new contact is created in Redtail CRM, this workflow will add a corresponding company contact in Clio, ensuring consistent data management between your sales and legal platforms. Save time and stay organized by connecting Redtail CRM and Clio with this efficient contact transfer process.
Effortlessly keep your contacts up-to-date across Redtail CRM and Clio with this seamless automation. Whenever a new contact is created in Redtail CRM, this workflow will add a corresponding company contact in Clio, ensuring consistent data management between your sales and legal platforms. Save time and stay organized by connecting Redtail CRM and Clio with this efficient contact transfer process.
- When this happens...Contact Created
Triggers when a new contact is created in your database.
- automatically do this!Create Company Contact
Creates a company contact.
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Activity Created
Triggers when a new activity is created in your database.
Try ItActivity Updated
Triggers when an activity is updated in your database.
Try ItContact Deleted
Triggers when a new contact is deleted in your database.
Try ItOpportunity Created
Triggers when a new opportunity is created in your database.
Try It
Activity Deleted
Triggers when an activity is deleted in your database.
Try ItContact Created
Triggers when a new contact is created in your database.
Try ItContact Updated
Triggers when an existing contact is updated in your database.
Try ItOpportunity Deleted
Triggers when an opportunity is deleted in your database.
Try It