When Contact is created in Clio, create Contact in dotdigital
When Contact is created in Clio, create Contact in dotdigital
Select 1 Click Automation
Update dotdigital Contact from new Clio Contact
Update dotdigital Contact from new Clio Contact
Create Clio contact for new dotdigital survey response
When someone completes your dotdigital, a new contact is automatically created in your Clio. This way, you can quickly follow up with the survey response and turn them into a customer!
Plus, all of the information from the dotdigital is automatically populated in the new contact, so you don't have to waste time manually entering data. Thus, having a dotdigital - Clio integration set up makes it easy to manage your customer relationships and grow your business.
See morePlus, all of the information from the dotdigital is automatically populated in the new contact, so you don't have to waste time manually entering data. Thus, having a dotdigital - Clio integration set up makes it easy to manage your customer relationships and grow your business.
Create Clio company for new dotdigital survey response
dotdigital + Clio Integration
When New survey response is submitted in dotdigital > Check any condition > Create person contact in Clio
dotdigital + Clio Integration
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