Create Salesforce Essentials records for new Clio activities
Streamline your legal practice management by connecting Clio and Salesforce Essentials with this efficient workflow. Whenever there's a new activity in Clio, a new record will be created in Salesforce Essentials, saving you time and ensuring consistency across your platforms. Boost your productivity and keep your data in sync with this seamless automation.
Streamline your legal practice management by connecting Clio and Salesforce Essentials with this efficient workflow. Whenever there's a new activity in Clio, a new record will be created in Salesforce Essentials, saving you time and ensuring consistency across your platforms. Boost your productivity and keep your data in sync with this seamless automation.
- When this happens...New Activity
Triggers when a new activity is created.
- automatically do this!Create Record
Creates a new record of a specified Salesforce object (ie. Contact, Deal, To-do, etc.).
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