Create Upcall contacts from new Clio activities
Effortlessly streamline your client management process with this Clio-Upcall integration. When a new activity is created in Clio, the automation will instantly add a contact in Upcall, keeping your client list up-to-date and ensuring timely follow-ups. It's the perfect solution for legal professionals looking to maintain organized, efficient communication with their clients.
Effortlessly streamline your client management process with this Clio-Upcall integration. When a new activity is created in Clio, the automation will instantly add a contact in Upcall, keeping your client list up-to-date and ensuring timely follow-ups. It's the perfect solution for legal professionals looking to maintain organized, efficient communication with their clients.
- When this happens...New Activity
Triggers when a new activity is created.
- automatically do this!Add Contact
Add a Contact to a campaign and call it.
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