Agiled + Clio Integration

If your business uses Agiled to create proposal, you'll want to make sure that your Clio account is up-to-date with the latest contact information. This will ensure that you can track and measure each proposal's success rate and ultimately close more sales.

But what if you could automatically create a contact in Clio each time you created a proposal? With this integration, you can! When you create a new proposal in Agiled, Integrately will automatically create a new contact in Clio.

When Contact is created in Clio, create Contact in Agiled

When Contact is created in Clio, create Task in Agiled

When Task is created in Clio, create Task in Agiled

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 Agiled - Clio integration, anytime a new Agiled 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.