Update contacts in Clio when new contacts are added in Wealthbox CRM
Effortlessly keep your client information up-to-date with this efficient workflow. When a new contact is added in Wealthbox CRM, their information will be used to update the corresponding person contact in Clio. This seamless integration saves time and ensures consistency in your client records.
Effortlessly keep your client information up-to-date with this efficient workflow. When a new contact is added in Wealthbox CRM, their information will be used to update the corresponding person contact in Clio. This seamless integration saves time and ensures consistency in your client records.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Update Person Contact
Updates an existing person contact.
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