When Contact is created in Clio, create Contact in Circle
When Contact is created in Clio, create Contact in Circle
Circle + Clio Integration
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Create Clio contact for new Circle 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 Circle - Clio integration, anytime a new Circle 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 Circle - Clio integration, anytime a new Circle 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 Member is added in Circle > Check condition > Create person contact in Clio
Circle + Clio Integration
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Circle is a social network that allows you to bring together all of your discussions, memberships, and content. Your community remains unique and thrives under your own brand as it grows on Circle.so
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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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