Create new Clio contacts from WPForms form entries
Effortlessly add new contacts to your Clio account whenever a form entry is submitted on WPForms with this convenient workflow. When a new form is completed in WPForms, the information will be used to create a person contact in Clio, saving you time and ensuring your client database stays up-to-date consistently. Streamline your contact management and improve client communication with this straightforward automation.
Effortlessly add new contacts to your Clio account whenever a form entry is submitted on WPForms with this convenient workflow. When a new form is completed in WPForms, the information will be used to create a person contact in Clio, saving you time and ensuring your client database stays up-to-date consistently. Streamline your contact management and improve client communication with this straightforward automation.
- When this happens...New Form Entry
Triggers when a form entry is submitted.
- automatically do this!Create Person Contact
Creates a person contact.
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