Create new Cliengo customers from Clio contacts with this efficient workflow
Effortlessly manage your client base with this Clio-Cliengo integration. When a new contact is added in Clio, a customer will be created in Cliengo, streamlining your client management process. Save time and maintain organized records by automating this workflow across both platforms.
Effortlessly manage your client base with this Clio-Cliengo integration. When a new contact is added in Clio, a customer will be created in Cliengo, streamlining your client management process. Save time and maintain organized records by automating this workflow across both platforms.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Crear Cliente / Create Customer
Crear un nuevo contacto / Creates a new customer.
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