Create or update Salesmsg contacts when new contacts are added in Clio
Effortlessly keep your Clio and Salesmsg contacts up-to-date with this seamless workflow. Whenever a new contact is added in Clio, this automation will create or update the corresponding contact in Salesmsg, ensuring your contact information is accurate and easily accessible across both platforms. Simplify your contact management and never miss an opportunity to reach out to your clients.
Effortlessly keep your Clio and Salesmsg contacts up-to-date with this seamless workflow. Whenever a new contact is added in Clio, this automation will create or update the corresponding contact in Salesmsg, ensuring your contact information is accurate and easily accessible across both platforms. Simplify your contact management and never miss an opportunity to reach out to your clients.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create or Update Contact
Creates a contact. Can be used to update a contact too.
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