Tag new clients for monthly surveys in ClickFunnels when new matter is created in Clio
Tag new clients for monthly surveys in ClickFunnels when new matter is created in Clio
Tag new clients for monthly surveys when a new matter is created in Clio. Update or create contacts in ClickFunnels and apply relevant tags to enhance client engagement and improve feedback collection.
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Overview
Tag new clients for monthly surveys when a new matter is created in Clio. Update or create contacts in ClickFunnels and apply relevant tags to enhance client engagement and improve feedback collection.