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