Clio + Salesforce
Create Salesforce leads for new Clio contacts and add them to campaigns
Effortlessly keep your Salesforce campaigns updated with new leads from Clio contacts using this seamless workflow. Once set up, every time you create a new contact in Clio, they will be instantly added as a lead to a specified Salesforce campaign. Save time manually updating your campaigns while maintaining accuracy and consistency across both platforms.
Effortlessly keep your Salesforce campaigns updated with new leads from Clio contacts using this seamless workflow. Once set up, every time you create a new contact in Clio, they will be instantly added as a lead to a specified Salesforce campaign. Save time manually updating your campaigns while maintaining accuracy and consistency across both platforms.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Add Lead to Campaign
Adds an existing lead to an existing campaign.
- Free forever for core features
- 14 day trial for premium features & apps
