Create leads in Surefire Local Platform from new activities in Clio
Effortlessly streamline your client management process with this Clio and Surefire Local Platform integration. Whenever there's a new activity in Clio, a lead will be created in the Surefire Local Platform, allowing you to instantly capture valuable information and maintain an up-to-date client database. Say goodbye to manual data entry and hello to an efficient, organized workflow.
Effortlessly streamline your client management process with this Clio and Surefire Local Platform integration. Whenever there's a new activity in Clio, a lead will be created in the Surefire Local Platform, allowing you to instantly capture valuable information and maintain an up-to-date client database. Say goodbye to manual data entry and hello to an efficient, organized workflow.
- When this happens...New Activity
Triggers when a new activity is created.
- automatically do this!Create Lead
Creates a lead from Zapier
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