Create or update SharpSpring leads from new Clio activities
Effortlessly keep track of client interactions with this Clio and SharpSpring workflow. Whenever there's a new activity in Clio, this automation will create or update a lead in SharpSpring, ensuring that your sales and marketing team has the most up-to-date information. Stay organized and never miss an opportunity with this streamlined process.
Effortlessly keep track of client interactions with this Clio and SharpSpring workflow. Whenever there's a new activity in Clio, this automation will create or update a lead in SharpSpring, ensuring that your sales and marketing team has the most up-to-date information. Stay organized and never miss an opportunity with this streamlined process.
- When this happens...New Activity
Triggers when a new activity is created.
- automatically do this!Create/Update Lead
Create a Lead in SharpSpring or update by email address.
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