Popular ConvergeHub + Clio Workflows
When Contact is created in Clio, create Contact in ConvergeHub
Create Clio contact for new ConvergeHub contact
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.
Create Clio company for new ConvergeHub account
When Contact is created in ConvergeHub > Check condition > Create person contact in Clio
When Lead is created in ConvergeHub > Check condition > Create person contact in Clio
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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.
See ConvergeHub IntegrationsClio 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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