Create new Clio contacts from Salesforce outbound messages
Ensure your operational flow remains seamless and well-coordinated with this workflow. When a new outbound message emerges within Salesforce, a corresponding contact in Clio is swiftly created. This helps prevent potential input errors and duplicate entries, thereby maintaining an accurate and updated contact list. As a result, this workflow proves to be an effective strategy in saving time and enhancing efficiency.
Ensure your operational flow remains seamless and well-coordinated with this workflow. When a new outbound message emerges within Salesforce, a corresponding contact in Clio is swiftly created. This helps prevent potential input errors and duplicate entries, thereby maintaining an accurate and updated contact list. As a result, this workflow proves to be an effective strategy in saving time and enhancing efficiency.
- When this happens...New Outbound Message
Triggers when a new outbound message is received in Salesforce.
- automatically do this!Create Company Contact
Creates a company contact.
- Free forever for core features
- 14 day trial for premium features & apps