Create new Spotler CRM accounts for new Clio contacts
Effortlessly streamline your contact management process with this Clio and Spotler CRM workflow. Whenever a new contact is added in Clio, an account will be created in Spotler CRM, ensuring all your business relationships stay organized and up-to-date. Save time and maintain consistency across your platforms with this seamless automation.
Effortlessly streamline your contact management process with this Clio and Spotler CRM workflow. Whenever a new contact is added in Clio, an account will be created in Spotler CRM, ensuring all your business relationships stay organized and up-to-date. Save time and maintain consistency across your platforms with this seamless automation.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create Account
Finds an account within your CRM.
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