Clio + Realty Executives Prime Agent
Create leads in Realty Executives Prime Agent for new contacts in Clio
Effortlessly manage your real estate leads with this efficient Clio and Realty Executives Prime Agent automation. Every time a new contact is added in Clio, a lead will be created in the Realty Executives Prime Agent app. Save time and maintain consistency in your client data with this seamless workflow.
Effortlessly manage your real estate leads with this efficient Clio and Realty Executives Prime Agent automation. Every time a new contact is added in Clio, a lead will be created in the Realty Executives Prime Agent app. Save time and maintain consistency in your client data with this seamless workflow.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create Lead
Creates a lead in Prime Agent.
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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.
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About Realty Executives Prime Agent
Prime Agent is Realty Executives' proprietary intranet dashboard that provides quick access to business tools, marketing collateral, news, and resources in one ecosystem.