Create Salesflare contacts from new Clio contacts
Effortlessly keep your contacts organized across platforms with this Clio and Salesflare automation. When you add a new contact in Clio, the workflow will create a corresponding contact in Salesflare, ensuring your information stays up to date without manual input. Spend less time on contact management and more on delivering exceptional services to your clients.
Effortlessly keep your contacts organized across platforms with this Clio and Salesflare automation. When you add a new contact in Clio, the workflow will create a corresponding contact in Salesflare, ensuring your information stays up to date without manual input. Spend less time on contact management and more on delivering exceptional services to your clients.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create Contact
Creates a new contact.
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