Create/update Yottled crm clients when new Clio contacts are added
Effortlessly keep your CRM updated with this workflow that triggers when a new contact is created in Clio. This automation transfers the contact information to Yottled, where it will create or update a CRM client record. Stay organized and save time by streamlining your contact management between Clio and Yottled.
Effortlessly keep your CRM updated with this workflow that triggers when a new contact is created in Clio. This automation transfers the contact information to Yottled, where it will create or update a CRM client record. Stay organized and save time by streamlining your contact management between Clio and Yottled.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create/Update CRM Client
Creates a new or updates an existing CRM client.
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