Cloudstream Funnels + Clio Integration

Connect Cloudstream Funnels to Clio in 1 click

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1.
  • Cloudstream Funnels
    Order is created in Cloudstream Funnels Instant
  • Cloudstream Funnels
    Order is updated in Cloudstream Funnels Instant
  • Cloudstream Funnels
    Form response is created in Cloudstream Funnels Instant
  • Cloudstream Funnels
    Contact is created or updated in Cloudstream Funnels Instant
  • Cloudstream Funnels
    Product is updated in Cloudstream Funnels Instant
  • Cloudstream Funnels
    Product is created in Cloudstream Funnels Instant
  • Cloudstream Funnels
    Booking is created in Cloudstream Funnels Instant
  • Clio
    Contact is created in Clio Instant
  • Clio
    Task is created in Clio Instant
  • Clio
    Matter is created in Clio Instant
  • Clio
    Communication is created in Clio Instant
  • Clio
    Bill state is updated in Clio Instant
  • Clio
    Task status has updated in Clio Instant
  • Clio
    Calendar entry is created in Clio Instant
  • Clio
    Matter status has updated in Clio Instant
  • Clio
    Matter note is created in Clio
  • Clio
    Activity is created in Clio Instant
  • Clio
    New bill is created in Clio Instant
  • Clio
    Document is created in Clio
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2.

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Ready Workflows Ready Workflows   for Cloudstream Funnels + Clio Integration

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Most popular automationsmost-popular-automations
Cloudstream Funnels + Clio Integration

Create Clio contact for new Cloudstream Funnels form submission

When someone completes your Cloudstream Funnels, a new contact is automatically created in your Clio. This way, you can quickly follow up with the form submission and turn them into a customer!

Plus, all of the information from the Cloudstream Funnels is automatically populated in the new contact, so you don't have to waste time manually entering data. Thus, having a Cloudstream Funnels - Clio integration set up makes it easy to manage your customer relationships and grow your business.
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Cloudstream Funnels + Clio Integration

Create Clio contact for new Cloudstream Funnels contact

There are many reasons why someone might choose to use two different marketing tools. One common reason is - the ability to reach a wider audience.

For example, if one tool is better suited for reaching customers in a certain geographic region, while another is better for reaching customers of a certain age group, using both can help businesses reach their target market more effectively.

Integration of your new Clio contact and Cloudstream Funnels contact can help make sure that your messages are coordinated and that you're taking full advantage of all your channels. It can also help reduce the amount of time you spend managing different tools and platforms.
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Cloudstream Funnels + Clio Integration

Create Clio contact from new Cloudstream Funnels order

As an online store owner, you're likely using Cloudstream Funnels to manage your sales. And if you're like most business owners, you also use a customer relationship management (CRM) tool to keep track of your customers' contact information.

But did you know that you can easily integrate Cloudstream Funnels with Clio? This integration will allow you to automatically create a contact for each new order in Clio.

Not only will this save you time, but it will also ensure that your customer data is always up-to-date.
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Automations

Top 10 Most Popular Cloudstream Funnels Automations from
Integrately Community

Just click on the workflow you want to automate

Discord logo
Cloudstream Funnels logo
Create Cloudstream Funnels contact for new Discord user
Activate
Cloudstream Funnels logo
CompanyHub logo
Create CompanyHub record for new Cloudstream Funnels form submission
Cloudstream Funnels logo
Salesforce logo
Create Salesforce record for new Cloudstream Funnels form submission
Cloudstream Funnels logo
Zoho CRM logo
Create Zoho CRM module for new Cloudstream Funnels form submission
Cloudstream Funnels logo
Notion logo
Create Notion database item for new Cloudstream Funnels form submission
Discord logo
Cloudstream Funnels logo
Create Cloudstream Funnels contact for new Discord user
Activate
Cloudstream Funnels logo
CompanyHub logo
Create CompanyHub record for new Cloudstream Funnels form submission
Cloudstream Funnels logo
Salesforce logo
Create Salesforce record for new Cloudstream Funnels form submission
Cloudstream Funnels logo
Zoho CRM logo
Create Zoho CRM module for new Cloudstream Funnels form submission
Cloudstream Funnels logo
Notion logo
Create Notion database item for new Cloudstream Funnels form submission
Cloudstream Funnels logo
Fluid Pay logo
Create Fluid Pay contact from new Cloudstream Funnels form submission
Cloudstream Funnels logo
Blogger logo
Create Blogger post for new Cloudstream Funnels form submission
Cloudstream Funnels logo
Brilliant Directories logo
Create Brilliant Directories post for new Cloudstream Funnels form submission
Cloudstream Funnels logo
SeaTable logo
Create SeaTable row for new Cloudstream Funnels order
Cloudstream Funnels logo
SmartSuite logo
Create SmartSuite row for new Cloudstream Funnels order
Cloudstream Funnels logo
Fluid Pay logo
Create Fluid Pay contact from new Cloudstream Funnels form submission
Cloudstream Funnels logo
Blogger logo
Create Blogger post for new Cloudstream Funnels form submission
Cloudstream Funnels logo
Brilliant Directories logo
Create Brilliant Directories post for new Cloudstream Funnels form submission
Cloudstream Funnels logo
SeaTable logo
Create SeaTable row for new Cloudstream Funnels order
Cloudstream Funnels logo
SmartSuite logo
Create SmartSuite row for new Cloudstream Funnels order

Top 10 Most Popular Clio Automations from
Integrately Community

Most popularmost-popular-automations
01
Microsoft Excel logo
Clio logo
Create Clio contact for new Microsoft Excel row
02
Eventbrite logo
Clio logo
Create Clio contact for new Eventbrite order
03
MemberPress logo
Clio logo
Create Clio contact for new MemberPress member
04
Google Sheets logo
Clio logo
Create Clio contact for new Google Sheets row
05
CompanyHub logo
Clio logo
Create Clio contact for new CompanyHub record
cloud
Clio
app integration
06
Zoho Creator logo
Clio logo
Create Clio contact for new Zoho Creator record
07
EasyCSV logo
Clio logo
Create Clio contact for new EasyCSV data
08
Bubble logo
Clio logo
Create Clio contact for new Bubble data thing
09
PostgreSQL logo
Clio logo
Create Clio contact for new PostgreSQL row
10
MySQL logo
Clio logo
Create Clio contact for new MySQL row
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2
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Want to automate something else in your workflow?

You Can Also Connect Cloudstream Funnels or Clio With 1400+ Other Apps

Cloudstream Funnels
Cloudstream Funnels
Cloudstream Funnels is a drag-and-drop website builder that helps create modern websites, landing pages, sales funnels, e-commerce stores, and blogs – all with no coding. It is the only tool you will need for creating powerful online marketing funnels.
Clio
Clio
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.