Popular dotdigital + Clio Workflows
Update dotdigital Contact from new Clio Contact
Create Clio contact for new dotdigital survey response
Plus, all of the information from the dotdigital is automatically populated in the new contact, so you don't have to waste time manually entering data. Thus, having a dotdigital - Clio integration set up makes it easy to manage your customer relationships and grow your business.
Create Clio company for new dotdigital survey response
When New survey response is submitted in dotdigital > Check any condition > Create person contact in Clio
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dotdigital is the leading engagement platform for B2B businesses. We help companies of all sizes to engage customers across all touchpoints from email, social and mobile marketing through to data management and analytics.
See dotdigital IntegrationsClio is the leading practice management platform for lawyers. With Clio, you can manage your client matters and other legal tasks more efficiently, so you can do what's most important to you: practice law.
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