Agile CRM + Clio
Add scores to Agile CRM contacts when new activities occur in Clio
Stay organized and efficient with this Clio to Agile CRM workflow. When new activity occurs in your Clio app, this automation will instantly add a score to the respective contact in Agile CRM. This ensures your CRM stays updated with the most recent client interactions, helping you prioritize and manage your contacts effectively.
Stay organized and efficient with this Clio to Agile CRM workflow. When new activity occurs in your Clio app, this automation will instantly add a score to the respective contact in Agile CRM. This ensures your CRM stays updated with the most recent client interactions, helping you prioritize and manage your contacts effectively.
- When this happens...New Activity
Triggers when a new activity is created.
- automatically do this!Add Score to Contact
Add Score to a Contact in the AgileCRM.
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About Agile CRM
Agile CRM offers contact management, marketing automation, telephony, analytics, web engagement, real-time alerts and social suite. Track, nurture, and sell like a pro.
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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.