Add new Clio contacts as Saleshandy prospects
Effortlessly keep your sales pipeline updated with this Clio and Saleshandy automation. Once set up, this workflow ensures that when a new contact is added in Clio, a prospect is instantly created in Saleshandy. Stay organized and boost your productivity by streamlining your contact and prospect management process.
Effortlessly keep your sales pipeline updated with this Clio and Saleshandy automation. Once set up, this workflow ensures that when a new contact is added in Clio, a prospect is instantly created in Saleshandy. Stay organized and boost your productivity by streamlining your contact and prospect management process.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create Prospect/Add Prospect to Sequence
create prospects in saleshandy
- Free forever for core features
- 14 day trial for premium features & apps