Create ConvergeHub Deal from new Clio Contact
Create ConvergeHub Deal from new Clio Contact
Clio + ConvergeHub Integration
Connect Clio to ConvergeHub in 1 click
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Popular Clio + ConvergeHub Workflows
When Contact is created in Clio, create Contact in ConvergeHub
When Contact is created in Clio, create Contact in ConvergeHub
Create Clio contact for new ConvergeHub 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 ConvergeHub - Clio integration, anytime a new ConvergeHub 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 ConvergeHub - Clio integration, anytime a new ConvergeHub 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.
Create Clio company for new ConvergeHub account
ConvergeHub + Clio Integration
When Contact is created in ConvergeHub > Check condition > Create person contact in Clio
ConvergeHub + Clio Integration
When Lead is created in ConvergeHub > Check condition > Create person contact in Clio
ConvergeHub + Clio Integration
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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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ConvergeHub is a powerful CRM that helps you manage leads & customers, create contacts, follow up on deals, schedule meetings, follow social media updates and monitor competitors with ease.
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