Create Salesflare opportunities for new Clio contacts
Effortlessly manage your new contacts and sales opportunities with this Clio and Salesflare automation. Whenever a new contact is added in Clio, a sales opportunity will be created in Salesflare, helping you track potential clients and nurture leads more efficiently. Stay organized and never miss out on potential business growth with this streamlined workflow.
Effortlessly manage your new contacts and sales opportunities with this Clio and Salesflare automation. Whenever a new contact is added in Clio, a sales opportunity will be created in Salesflare, helping you track potential clients and nurture leads more efficiently. Stay organized and never miss out on potential business growth with this streamlined workflow.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create Opportunity
Creates a new opportunity.
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