Clio + Streak
Create Streak contacts from new Clio activities
Efficiently manage your contacts and stay organized with this seamless workflow. When new activity occurs in Clio, the contact will be added to your Streak Box, eliminating the need for manual data entry. Focus on building stronger client relationships while this integration takes care of streamlining your contact management process.
Efficiently manage your contacts and stay organized with this seamless workflow. When new activity occurs in Clio, the contact will be added to your Streak Box, eliminating the need for manual data entry. Focus on building stronger client relationships while this integration takes care of streamlining your contact management process.
- When this happens...New Activity
Triggers when a new activity is created.
- automatically do this!Add Contact to Box
Checks for an existing contact based on email address. Creates a new contact or updates the existing contact and adds the contact to a specified box.
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