Create company contacts in Clio from new VideoAsk responses
Effortlessly manage your potential client leads with this smart workflow between VideoAsk and Clio. When a new response from a respondent is received in VideoAsk, a company contact will be created in Clio, helping you save time on manual data entry and keep your client database up-to-date. Stay organized and improve your client interaction by streamlining your lead capturing process.
Effortlessly manage your potential client leads with this smart workflow between VideoAsk and Clio. When a new response from a respondent is received in VideoAsk, a company contact will be created in Clio, helping you save time on manual data entry and keep your client database up-to-date. Stay organized and improve your client interaction by streamlining your lead capturing process.
- When this happens...New Response (From a Respondent)
Triggers when the transcription is ready after someone responds to a videoask.
- automatically do this!Create Company Contact
Creates a company contact.
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