Create task in Clio for new Calendly appointment details
Create task in Clio for new Calendly appointment details
Create tasks in Clio when new appointments are scheduled in Calendly, ensuring all relevant details are captured for follow-up. This boosts your team's efficiency and improves client engagement.
Zap details:
Overview
Create tasks in Clio when new appointments are scheduled in Calendly, ensuring all relevant details are captured for follow-up. This boosts your team's efficiency and improves client engagement.