Clio + SkylerAI
Create or update SkylerAI leads when new Clio activities occur
Effortlessly manage your leads with this Clio and SkylerAI integration. Whenever a new activity occurs in Clio, this workflow will create or update a lead in SkylerAI, keeping your sales pipeline up to date. Stay organized and save time by having all your lead information automatically updated and in one place.
Effortlessly manage your leads with this Clio and SkylerAI integration. Whenever a new activity occurs in Clio, this workflow will create or update a lead in SkylerAI, keeping your sales pipeline up to date. Stay organized and save time by having all your lead information automatically updated and in one place.
- When this happens...New Activity
Triggers when a new activity is created.
- automatically do this!Create or Update Lead
Triggers when a new lead is added or update existing Lead.
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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.
