Add new Clio contacts to Upscale as prospects
Effortlessly manage your growing network with this Clio and Upscale integration. When a new contact is added in Clio, this workflow automatically saves them as a prospect in Upscale. Save time and keep your information organized, so you can focus on building valuable relationships.
Effortlessly manage your growing network with this Clio and Upscale integration. When a new contact is added in Clio, this workflow automatically saves them as a prospect in Upscale. Save time and keep your information organized, so you can focus on building valuable relationships.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Save Prospect
Create or Update a Prospect in Upscale
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