Create Clio contact for new Finmo applicaion
When someone completes your Finmo, a new contact is automatically created in your Clio. This way, you can quickly follow up with the applicaion and turn them into a customer!
Plus, all of the information from the Finmo is automatically populated in the new contact, so you don't have to waste time manually entering data. Thus, having a Finmo - Clio integration set up makes it easy to manage your customer relationships and grow your business.
See morePlus, all of the information from the Finmo is automatically populated in the new contact, so you don't have to waste time manually entering data. Thus, having a Finmo - Clio integration set up makes it easy to manage your customer relationships and grow your business.
