Create or update SkylerAI leads from new Clio contacts
Effortlessly manage contact details between Clio and SkylerAI with this convenient workflow. When a new contact is added in Clio, this automation will create or update a lead in SkylerAI, ensuring that your lead database stays up-to-date and saving you valuable time. Keep your focus on providing exceptional legal services while this seamless integration handles the data management for you.
Effortlessly manage contact details between Clio and SkylerAI with this convenient workflow. When a new contact is added in Clio, this automation will create or update a lead in SkylerAI, ensuring that your lead database stays up-to-date and saving you valuable time. Keep your focus on providing exceptional legal services while this seamless integration handles the data management for you.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create or Update Lead
Triggers when a new lead is added or update existing Lead.
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