Create Upscale prospects from new Clio activities
Effortlessly manage your sales pipeline by connecting Clio and Upscale. With this streamlined workflow, when new activity occurs in Clio, it instantly saves a prospect in Upscale, ensuring your sales team has the most up-to-date information. Save time and improve efficiency by eliminating manual data entry for a seamless lead tracking process.
Effortlessly manage your sales pipeline by connecting Clio and Upscale. With this streamlined workflow, when new activity occurs in Clio, it instantly saves a prospect in Upscale, ensuring your sales team has the most up-to-date information. Save time and improve efficiency by eliminating manual data entry for a seamless lead tracking process.
- When this happens...New Activity
Triggers when a new activity is created.
- automatically do this!Save Prospect
Create or Update a Prospect in Upscale
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