Create leads in Wise Agent CRM from new contacts in Clio
Effortlessly keep your contacts and leads organized with this seamless Clio and Wise Agent CRM automation. Whenever a new contact is created in Clio, this workflow will instantly send that information to Wise Agent CRM, adding them as a lead. Stay focused on building relationships while ensuring your CRM stays up-to-date with minimal manual input.
Effortlessly keep your contacts and leads organized with this seamless Clio and Wise Agent CRM automation. Whenever a new contact is created in Clio, this workflow will instantly send that information to Wise Agent CRM, adding them as a lead. Stay focused on building relationships while ensuring your CRM stays up-to-date with minimal manual input.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Add Lead
Adds a new lead.
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