Create Speak2Leads calls for new Clio activities
Stay on top of your client management by connecting Clio and Speak2Leads with this automation. When a new activity is added in Clio, this workflow immediately creates a call in Speak2Leads, ensuring you never miss a crucial client interaction. Streamline your legal practice by effortlessly managing client calls and activities.
Stay on top of your client management by connecting Clio and Speak2Leads with this automation. When a new activity is added in Clio, this workflow immediately creates a call in Speak2Leads, ensuring you never miss a crucial client interaction. Streamline your legal practice by effortlessly managing client calls and activities.
- When this happens...New Activity
Triggers when a new activity is created.
- automatically do this!Create Call
Creates a new call.
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