Popular Sendly + Clio Workflows
Update Sendly Contact from new Clio Contact
Create Clio contact from new Sendly order
But did you know that you can easily integrate Sendly with Clio? This integration will allow you to automatically create a contact for each new order in Clio.
Not only will this save you time, but it will also ensure that your customer data is always up-to-date.
Create Clio contact for new Sendly form submission
Plus, all of the information from the Sendly is automatically populated in the new contact, so you don't have to waste time manually entering data. Thus, having a Sendly - Clio integration set up makes it easy to manage your customer relationships and grow your business.
Create Clio company for new Sendly form submission
Create Clio contact for new Sendly contact
For example, if one tool is better suited for reaching customers in a certain geographic region, while another is better for reaching customers of a certain age group, using both can help businesses reach their target market more effectively.
Integration of your new Clio contact and Sendly contact can help make sure that your messages are coordinated and that you're taking full advantage of all your channels. It can also help reduce the amount of time you spend managing different tools and platforms.
Update Clio company for new Sendly contact
Create Clio company for new Sendly contact
Update Clio contact from new Sendly event
When Booking is created in Sendly > Check any condition > Create person contact in Clio
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