Clio + Sierra Interactive
Create new Sierra Interactive leads from Clio activities
Effortlessly manage your leads by connecting Clio to Sierra Interactive. When a new activity occurs in Clio, this workflow will create a lead in Sierra Interactive, ensuring all your leads are updated and organized. Save time and enhance your lead management process with this seamless integration.
Effortlessly manage your leads by connecting Clio to Sierra Interactive. When a new activity occurs in Clio, this workflow will create a lead in Sierra Interactive, ensuring all your leads are updated and organized. Save time and enhance your lead management process with this seamless integration.
- When this happens...New Activity
Triggers when a new activity is created.
- automatically do this!Create Lead
Create a new lead in your Sierra account.
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About Clio
Clio is a practice management platform that helps lawyers work more efficiently by making it easy to do tasks like tracking time, managing matters, and generating invoices.
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About Sierra Interactive
Sierra Interactive is an all-in-one real estate platform that helps you close more deals and grow your business.