Clio + Wishpond
Add new Clio activities to a Wishpond leads list effortlessly
Stay on top of new activities in Clio and efficiently manage your leads with this automation. With this workflow, each time there's a new activity in Clio, a lead will be added to a list in Wishpond. Save time, keep your leads organized, and maximize your marketing potential with this seamless connection between Clio and Wishpond.
Stay on top of new activities in Clio and efficiently manage your leads with this automation. With this workflow, each time there's a new activity in Clio, a lead will be added to a list in Wishpond. Save time, keep your leads organized, and maximize your marketing potential with this seamless connection between Clio and Wishpond.
- When this happens...New Activity
Triggers when a new activity is created.
- automatically do this!Add Lead to List
Add an existing lead to a chosen list.
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About Clio
Clio is a practice management platform that helps lawyers work more efficiently by making it easy to do tasks like tracking time, managing matters, and generating invoices.
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App Builder, CRM (Customer Relationship Management), Forms & Surveys, ZapierAbout Wishpond
Wishpond is a lead generation and marketing automation platform that helps customers to manage and nurture their leads.
