Create Capsule CRM Opportunity from new Clio Contact
Create Capsule CRM Opportunity from new Clio Contact
Capsule CRM + Clio Integration
Connect Capsule CRM to Clio in 1 click
Integrate Capsule CRM + Clio For Free ✔ Free forever. ✔ Use premium features free for 14 days.
Popular Capsule CRM + Clio Workflows
When Contact is created in Clio, create Person in Capsule CRM
When Contact is created in Clio, create Person in Capsule CRM
When Contact is created in Clio, create Task in Capsule CRM
When Contact is created in Clio, create Task in Capsule CRM
Create Clio contact for new Capsule CRM person
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 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.
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 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.
Create Clio company for new Capsule CRM organisation
Capsule CRM + Clio Integration
When Person is created in Capsule CRM > Check condition > Create person contact in Clio
Capsule CRM + Clio Integration
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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.
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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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