Create Apollo Opportunity from new Clio Contact
Create Apollo Opportunity from new Clio Contact
Apollo + Clio Integration
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Create Clio contact for new Apollo 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 Apollo - Clio integration, anytime a new Apollo 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 Apollo - Clio integration, anytime a new Apollo 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 Contact is created in Apollo > Check condition > Create person contact in Clio
Apollo + Clio Integration
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Apollo is the only connection to your buyers that you need. It consists of a database, lead generation tools and analytics in one place, which makes it easy to find and engage with qualified leads.
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Clio 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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