Create Bitrix24 Deal from new Clio Contact
Create Bitrix24 Deal from new Clio Contact
Bitrix24 + Clio Integration
Connect Bitrix24 to Clio in 1 click
Free forever.Use premium features free for 14 days.1.
Smart process is created in Bitrix24- Quote is created in Bitrix24
- Lead is created in Bitrix24
- Lead is updated in Bitrix24
- Lead is created in Bitrix24 Instant
- Lead is updated in Bitrix24 Instant
- Lead is deleted in Bitrix24 Instant
- Deal is created in Bitrix24
- Deal is created in Bitrix24 Instant
- Deal is updated in Bitrix24 Instant
- Deal is deleted in Bitrix24 Instant
- Contact is created in Bitrix24
- Contact is updated in Bitrix24
- Contact is created in Bitrix24 Instant
- Contact is updated in Bitrix24 Instant
- Contact is deleted in Bitrix24 Instant
- Task is created in Bitrix24 Instant
- Task is updated in Bitrix24 Instant
- Task is deleted in Bitrix24 Instant
- Company is updated in Bitrix24 Instant
- Company is deleted in Bitrix24 Instant
- Company is created in Bitrix24 Instant
Contact is created in Clio Instant- Task is created in Clio Instant
- Matter is created in Clio Instant
- Communication is created in Clio Instant
- Bill state is updated in Clio Instant
- Task status has updated in Clio Instant
- Calendar entry is created in Clio Instant
- Matter status has updated in Clio Instant
- Matter note is created in Clio
- Activity is created in Clio Instant
- New bill is created in Clio Instant
- Document is created in Clio
2.
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Ready Workflows for Bitrix24 + Clio Integration
Just click on the workflow you want to automate
Most popular automations
When Contact is created in Clio, create Contact in Bitrix24
When Contact is created in Clio, create Contact in Bitrix24
Create Clio contact for new Bitrix24 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 Bitrix24 - Clio integration, anytime a new Bitrix24 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 Bitrix24 - Clio integration, anytime a new Bitrix24 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 Bitrix24 > Check condition > Create person contact in Clio
Bitrix24 + Clio Integration
When Contact is updated in Bitrix24 > Check condition > Create person contact in Clio
Bitrix24 + Clio Integration
When Lead is created in Bitrix24 > Check condition > Create person contact in Clio
Bitrix24 + Clio Integration
When Lead is updated in Bitrix24 > Check condition > Create person contact in Clio
Bitrix24 + Clio Integration
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Our team can create automations for you... At no extra cost!
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Top 10 Most Popular Bitrix24 Automations from
Integrately Community
Just click on the workflow you want to automate
Create Google Meet event for new Bitrix24 contact
Create Bitrix24 deal for new Elementor Forms form submission
Create Bitrix24 contact for new WordPress user
Create Bitrix24 contact from new Shopify customer
Create Bitrix24 contact for new Google Sheets row
Create Google Meet event for new Bitrix24 contact
Create Bitrix24 deal for new Elementor Forms form submission
Create Bitrix24 contact for new WordPress user
Create Bitrix24 contact from new Shopify customer
Create Bitrix24 contact for new Google Sheets row
Create Sharepoint folder for new Bitrix24 deal
Create Bitrix24 deal from new WATI contact
Create Bitrix24 contact from new Adobe Commerce (Magento) customer
Create Apollo opportunity from new Bitrix24 contact
Create Bitrix24 deal for new Uncanny Automator data
Create Sharepoint folder for new Bitrix24 deal
Create Bitrix24 deal from new WATI contact
Create Bitrix24 contact from new Adobe Commerce (Magento) customer
Create Apollo opportunity from new Bitrix24 contact
Create Bitrix24 deal for new Uncanny Automator data
Top 10 Most Popular Clio Automations from
Integrately Community
Most popular
01
Create Clio contact for new Microsoft Excel row
02
Create Clio contact for new Eventbrite order
03
Create Clio contact for new MemberPress member
04
Create Clio contact for new Google Sheets row
05
Create Clio contact for new CompanyHub record
Most popular
01
Create Clio contact for new Microsoft Excel row
02
Create Clio contact for new Eventbrite order
03
Create Clio contact for new MemberPress member
04
Create Clio contact for new Google Sheets row
05
Create Clio contact for new CompanyHub record
06
Create Clio contact for new Zoho Creator record
07
Create Clio contact for new EasyCSV data
08
Create Clio contact for new Bubble data thing
09
Create Clio contact for new PostgreSQL row
10
Create Clio contact for new MySQL row
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Bitrix24
Bitrix24 provides businesses with an integrated suite of tools for team collaboration and project management, as well as professional CRM and business analytics. Amplify your productivity and improve your profitability!
Clio
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.
