When Contact is created in Clio, create Proposal in Better Proposals
When Contact is created in Clio, create Proposal in Better Proposals
Better Proposals + Clio Integration
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When Task is created in Clio, create Proposal in Better Proposals
When Task is created in Clio, create Proposal in Better Proposals
Create Clio contact for new Better Proposals proposal
If your business uses Better Proposals 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 Better Proposals, Integrately will automatically create a new contact in Clio.
See moreBut 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 Better Proposals, Integrately will automatically create a new contact in Clio.
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Better Proposals lets you create professional proposals in minutes. Create, edit and send a new proposal in 3 easy steps. All the basic information you need to include is already there!
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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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