Create Bitrix24 Deal from new Clio Contact
Create Bitrix24 Deal from new Clio Contact
Bitrix24 + Clio Integration
Connect Bitrix24 to Clio in 1 click
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Popular Bitrix24 + Clio Workflows
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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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!
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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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