Add new Clio contacts to RevBoss suppression list
Effortlessly manage your contact list and prevent unwanted outreach with this Clio and RevBoss integration. When a new contact is added in Clio, this workflow will automatically add them to a suppression list in RevBoss. Maintain a clean and efficient contact database by ensuring your marketing efforts are focused on the right audience.
Effortlessly manage your contact list and prevent unwanted outreach with this Clio and RevBoss integration. When a new contact is added in Clio, this workflow will automatically add them to a suppression list in RevBoss. Maintain a clean and efficient contact database by ensuring your marketing efforts are focused on the right audience.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Add Contact to Suppression
Adds a new contact to suppression RevBoss and tags it as a lead if it exists.
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