Add new Clio contacts to Surefire CRM for seamless contact management
Effortlessly manage your contacts across Clio and Surefire CRM with this seamless workflow. When a new contact is added to Clio, this automation creates a corresponding contact in Surefire CRM, helping you to maintain accurate records and save time by avoiding manual data entry. Stay organized and efficient by connecting your favorite legal practice management and CRM platforms.
Effortlessly manage your contacts across Clio and Surefire CRM with this seamless workflow. When a new contact is added to Clio, this automation creates a corresponding contact in Surefire CRM, helping you to maintain accurate records and save time by avoiding manual data entry. Stay organized and efficient by connecting your favorite legal practice management and CRM platforms.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create Contact
Creates a new contact or updates an existing contact.
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