Clio + Salesforce
Create Salesforce campaign contacts from new Clio contacts
Effortlessly keep your contacts in sync between Clio and Salesforce with this seamless workflow. When a new contact is added to Clio, it will automatically be added to a Salesforce campaign, ensuring that your marketing and sales efforts remain updated and organized. This integration simplifies contact management and saves time, allowing you to focus on growing your business.
Effortlessly keep your contacts in sync between Clio and Salesforce with this seamless workflow. When a new contact is added to Clio, it will automatically be added to a Salesforce campaign, ensuring that your marketing and sales efforts remain updated and organized. This integration simplifies contact management and saves time, allowing you to focus on growing your business.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Add Contact to Campaign
Adds an existing contact to an existing campaign.
- Free forever for core features
- 14 day trial for premium features & apps