Create Close Opportunity from new Clio Contact
Create Close Opportunity from new Clio Contact
Close + Clio Integration
Connect Close to Clio in 1 click
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Popular Close + Clio Workflows
When Contact is created in Clio, create Contact in Close
When Contact is created in Clio, create Contact in Close
When Contact is created in Clio, create Task in Close
When Contact is created in Clio, create Task in Close
Create Clio contact for new Close 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 Close - Clio integration, anytime a new Close 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 Close - Clio integration, anytime a new Close 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 Close > Check condition > Create person contact in Clio
Close + Clio Integration
When Contact is updated in Close > Check condition > Create person contact in Clio
Close + Clio Integration
When Lead is created in Close > Check condition > Create person contact in Clio
Close + Clio Integration
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Close helps you get more deals. Whether you're inside or outside the office, Close gives you everything you need to communicate with prospects and customers—all in one 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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