![Clio + Capsule CRM Integration](https://app.integrately.com/i/integrations/clio_capsule-crm_integrations.png)
Popular Capsule CRM + Clio Workflows
![Clio + Capsule CRM Integration](https://app.integrately.com/i/integrations/clio_capsule-crm_integrations.png)
![Clio + Capsule CRM Integration](https://app.integrately.com/i/integrations/clio_capsule-crm_integrations.png)
When Contact is created in Clio, create Person in Capsule CRM
![Clio + Capsule CRM Integration](https://app.integrately.com/i/integrations/clio_capsule-crm_integrations.png)
When Contact is created in Clio, create Task in Capsule CRM
![Capsule CRM + Clio Integration](https://app.integrately.com/i/integrations/capsule-crm_clio_integrations.png)
Create Clio contact for new Capsule CRM person
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 Capsule CRM - Clio integration, anytime a new Capsule CRM person 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.
![Capsule CRM + Clio Integration](https://app.integrately.com/i/integrations/capsule-crm_clio_integrations.png)
Create Clio company for new Capsule CRM organisation
![Capsule CRM + Clio Integration](https://app.integrately.com/i/integrations/capsule-crm_clio_integrations.png)
When Person is created in Capsule CRM > Check condition > Create person contact in Clio
- 1of1
Create Your Own Capsule CRM & Clio Integration Without Any Code
![Capsule CRM + Clio Integration](https://app.integrately.com/i/integrations/colored-border/capsule-crm_clio_integrations.png)
Integrate Capsule CRM & Clio In 1 Click
And Save Time & Money Both
Integrately is the only automation solution you will ever need. With 1200+ apps and 20 million+ ready 1-click automations, Integrately can automate almost any task from your workflow. Plus, our AI automation builder and 24/5 live chat support make it easy to get started. To top it off, you get a free forever plan. Sign up for Integrately now & start automating!
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You Can Also Connect Capsule CRM or Clio With 1200+ Other Apps
![undefined Integrations](https://d15uao8clv62dn.cloudfront.net/capsule-crm.png?w=89&dpr=1.0&format=webp)
Capsule is a revolutionary sales CRM that helps you manage your contacts, pipeline and activities. The easy to use interface allows you to keep track of all your interactions with customers in one convenient place.
See Capsule CRM Integrations![undefined Integrations](https://d15uao8clv62dn.cloudfront.net/clio.png?w=89&dpr=1.0&format=webp)
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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