Create new contact in Clio from Salesforce when opportunity stage is updated
Create new contact in Clio from Salesforce when opportunity stage is updated
Create new contacts in Clio when specific opportunity stages are reached in Salesforce. This ensures only relevant opportunities are processed, leading to faster onboarding and improved legal management.
Workflow preview:
Zap details:
Overview
Create new contacts in Clio when specific opportunity stages are reached in Salesforce. This ensures only relevant opportunities are processed, leading to faster onboarding and improved legal management.