Create Clio contact for new Zoho Books customer
If you are using Zoho Books, then you may want to also use Clio to manage your customer relationships. With the help of this automation, whenever you create a customer in Zoho Books, a corresponding contact will be created in Clio.
This way, you can easily keep track of all your customers' information in one place. Plus, you can send out mass emails and text messages to all your contacts with just a few clicks. So why not try it out today?
See moreThis way, you can easily keep track of all your customers' information in one place. Plus, you can send out mass emails and text messages to all your contacts with just a few clicks. So why not try it out today?
