When Contact is created in Clio, create Contact in Real Geeks
When Contact is created in Clio, create Contact in Real Geeks
Real Geeks + Clio Integration
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Create Clio contact for new Real Geeks contact
CRMs are designed to help businesses manage their customer data. By tracking customer interactions, CRMs can help businesses identify trends and optimize their marketing and sales efforts.
However, some businesses find that they need more than one CRM to effectively manage their customer data. For example, a business with a large customer base may need one CRM for sales and another for marketing. Alternatively, a business with multiple locations may need a CRM for each location.
Using this Real Geeks - Clio integration, anytime a new Real Geeks contact is created, an Clio contact should be automatically generated as well. This integration will help to keep your data consistent and up-to-date, and it will save you time by eliminating the need to manually enter information into both systems.
See moreHowever, some businesses find that they need more than one CRM to effectively manage their customer data. For example, a business with a large customer base may need one CRM for sales and another for marketing. Alternatively, a business with multiple locations may need a CRM for each location.
Using this Real Geeks - Clio integration, anytime a new Real Geeks contact is created, an Clio contact should be automatically generated as well. This integration will help to keep your data consistent and up-to-date, and it will save you time by eliminating the need to manually enter information into both systems.
When Lead is created in Real Geeks > Check condition > Create person contact in Clio
Real Geeks + Clio Integration
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Real Geeks aims to help real estate agents sell more homes. From lead generation, to nurturing, to closing deals, we have you covered! Real Geeks is the ultimate platform to manage your sales and marketing.
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