Convert new Clio activities into Zoho CRM leads
Effortlessly keep track of your leads by connecting Clio and Zoho CRM in this simple workflow. Whenever a new activity occurs in Clio, it will trigger a lead conversion in Zoho CRM, ensuring your sales team stays updated and your leads are nurtured in a timely manner. Save time and streamline your lead management process with this powerful automation.
Effortlessly keep track of your leads by connecting Clio and Zoho CRM in this simple workflow. Whenever a new activity occurs in Clio, it will trigger a lead conversion in Zoho CRM, ensuring your sales team stays updated and your leads are nurtured in a timely manner. Save time and streamline your lead management process with this powerful automation.
- When this happens...New Activity
Triggers when a new activity is created.
- automatically do this!Convert Lead
Convert an existing lead to contact and account
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