Create or update Salesmsg contacts for new Clio activities
Effortlessly manage your contacts between Clio and Salesmsg with this seamless workflow. As new activities emerge in your Clio app, this automation will streamline the process of creating or updating the corresponding contacts in Salesmsg. Stay organized and boost your efficiency by allowing this integration to handle the contact management for you.
Effortlessly manage your contacts between Clio and Salesmsg with this seamless workflow. As new activities emerge in your Clio app, this automation will streamline the process of creating or updating the corresponding contacts in Salesmsg. Stay organized and boost your efficiency by allowing this integration to handle the contact management for you.
- When this happens...New Activity
Triggers when a new activity is created.
- automatically do this!Create or Update Contact
Creates a contact. Can be used to update a contact too.
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