Add tags to VBOUT contacts for new Clio activities
Stay organized and up-to-date with your contact list by connecting Clio and VBOUT. With this automation, every time a new activity is created in Clio, a tag will be added to a contact in VBOUT. This helps keep your contact database organized and allows for better segmentation in your marketing campaigns.
Stay organized and up-to-date with your contact list by connecting Clio and VBOUT. With this automation, every time a new activity is created in Clio, a tag will be added to a contact in VBOUT. This helps keep your contact database organized and allows for better segmentation in your marketing campaigns.
- When this happens...New Activity
Triggers when a new activity is created.
- automatically do this!Add Tag to Contact
Adds the tag to the contact
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