Create or update Spinify leads from new Clio activities
Effortlessly keep your Spinify leads up-to-date with this seamless workflow. Whenever a new activity occurs in Clio, the lead in Spinify will be created or updated accordingly. This automation ensures your sales team stays informed with the latest information, saving time and reducing manual tasks while maintaining a streamlined lead management process.
Effortlessly keep your Spinify leads up-to-date with this seamless workflow. Whenever a new activity occurs in Clio, the lead in Spinify will be created or updated accordingly. This automation ensures your sales team stays informed with the latest information, saving time and reducing manual tasks while maintaining a streamlined lead management process.
- When this happens...New Activity
Triggers when a new activity is created.
- automatically do this!Create or Update Lead
Add a new Lead record to Spinify or update particular values of an existing record - note the ObjectId should match the initial request to update the value.
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