Create or update Vtiger CRM contacts from new Clio activities
Stay organized and efficient by connecting your Clio and Vtiger CRM applications with this seamless workflow. When new activity occurs in Clio, this automation will create or update a contact in Vtiger CRM, ensuring your client information remains accurate and up-to-date. Spend less time manually managing contact details and focus more on providing exceptional service to your clients.
Stay organized and efficient by connecting your Clio and Vtiger CRM applications with this seamless workflow. When new activity occurs in Clio, this automation will create or update a contact in Vtiger CRM, ensuring your client information remains accurate and up-to-date. Spend less time manually managing contact details and focus more on providing exceptional service to your clients.
- When this happens...New Activity
Triggers when a new activity is created.
- automatically do this!Create or Update Contact
Creates or updates contact.
- Free forever for core features
- 14 day trial for premium features & apps