Clio + Zoho CRM
Create new contacts in Clio from new leads in Zoho CRM
Stay on top of your potential client interactions with this efficient workflow. When a new lead arrives in your Zoho CRM, this process will kick in to create a person contact in your Clio app. It's a streamlined way to ensure every lead is quickly and effectively added to your contacts, enhancing your client management capabilities. Save time and improve your law office productivity with this simple automation.
Stay on top of your potential client interactions with this efficient workflow. When a new lead arrives in your Zoho CRM, this process will kick in to create a person contact in your Clio app. It's a streamlined way to ensure every lead is quickly and effectively added to your contacts, enhancing your client management capabilities. Save time and improve your law office productivity with this simple automation.
- When this happens...New Lead
Triggers when a new lead is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
- automatically do this!Create Person Contact
Creates a person contact.
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New Contact
Triggers when a new contact is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
Try ItModuleRequired
Try ItNew or Updated Lead
Triggers when a new lead is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.
Try ItNew User
Triggers when a new active user is added to your Zoho CRM account.
Try It
New Lead
Triggers when a new lead is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
Try ItNew or Updated Contact
Triggers when a new contact is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.
Try ItModuleRequired
Try ItModuleRequired
Try It
