Create Wealthbox CRM opportunities for new Clio activities
Effortlessly maintain a connection between your Clio activities and Wealthbox CRM opportunities with this seamless workflow. When new activities take place in Clio, opportunities are promptly created in Wealthbox CRM, keeping client information up-to-date across both platforms. This automation ensures effective management of your legal practice and clientele while enhancing organization and efficiency.
Effortlessly maintain a connection between your Clio activities and Wealthbox CRM opportunities with this seamless workflow. When new activities take place in Clio, opportunities are promptly created in Wealthbox CRM, keeping client information up-to-date across both platforms. This automation ensures effective management of your legal practice and clientele while enhancing organization and efficiency.
- When this happens...New Activity
Triggers when a new activity is created.
- automatically do this!Create Opportunity
Creates a new opportunity.
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