Add tags to new Clio contacts in Salesmsg for seamless communication management
Easily manage your contacts and streamline your communication with this Clio and Salesmsg integration. When a new contact is added in Clio, this workflow will automatically add a tag to the contact in Salesmsg. Stay organized and enhance your engagement with clients by setting up this time-saving automation.
Easily manage your contacts and streamline your communication with this Clio and Salesmsg integration. When a new contact is added in Clio, this workflow will automatically add a tag to the contact in Salesmsg. Stay organized and enhance your engagement with clients by setting up this time-saving automation.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Add Tag to Contact
Applies a tag to an existing contact.
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