When Contact is created in Clio, create Row in Microsoft Excel
When Contact is created in Clio, create Row in Microsoft Excel
Microsoft Excel + Clio Integration
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Popular Microsoft Excel + Clio Workflows
Create Clio contact for new Microsoft Excel row
Automatically creating Clio contact records for new Microsoft Excel row entries is a huge time-saver! This way, you can be sure that your data is always accurate and complete. Plus, it saves you time and effort by eliminating the need to manually enter data into both systems.
Also, it's one less thing for you to have to remember to do manually. Win-win!
See moreAlso, it's one less thing for you to have to remember to do manually. Win-win!
Create Clio company for new Microsoft Excel row
Microsoft Excel + Clio Integration
When Row is created in Microsoft Excel > Check any condition > Create person contact in Clio
Microsoft Excel + Clio Integration
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Excel is the best tool to make your calculations and data analysis easier. It is a powerful tool that provides you with the ability to manipulate and analyze large sets of data via simple functions and formulas.
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