Create or update Stikkum leads when new Clio activities occur
Stay on top of your leads with this efficient workflow that connects Clio and Stikkum. Whenever there's new activity in Clio, this automation will save or update the corresponding leads in Stikkum, ensuring your lead database remains up-to-date and well-organized. Enjoy a seamless lead management experience without the hassle of manual updates.
Stay on top of your leads with this efficient workflow that connects Clio and Stikkum. Whenever there's new activity in Clio, this automation will save or update the corresponding leads in Stikkum, ensuring your lead database remains up-to-date and well-organized. Enjoy a seamless lead management experience without the hassle of manual updates.
- When this happens...New Activity
Triggers when a new activity is created.
- automatically do this!Save or Update Contacts
Saves the contact in your Stikkum database. If a lead with the same first name, last name, and contact information already exists in the database, it will be updated with the new data. Otherwise, a new lead entry will be created.
- Free forever for core features
- 14 day trial for premium features & apps