Create and update SharpSpring leads when new Clio contacts are added
Effortlessly maintain consistent contact information between your legal case management and marketing automation tools with this Clio to SharpSpring workflow. When you add a new contact in Clio, this automation will create or update the corresponding lead in SharpSpring, ensuring your marketing campaigns are targeted and up-to-date. Save time and eliminate manual data entry while keeping both systems seamlessly connected.
Effortlessly maintain consistent contact information between your legal case management and marketing automation tools with this Clio to SharpSpring workflow. When you add a new contact in Clio, this automation will create or update the corresponding lead in SharpSpring, ensuring your marketing campaigns are targeted and up-to-date. Save time and eliminate manual data entry while keeping both systems seamlessly connected.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create/Update Lead
Create a Lead in SharpSpring or update by email address.
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