Convert Builder + Clio Integration

Connect Convert Builder to Clio - Automate your workflows in 1-click

Set up Convert Builder automations to send personalized campaigns, capture leads from various sources, and track campaign performance. Make use of Clio automations to centralize customer data, sync data across different platforms, automate lead nurturing, and improve sales funnels. Combine the benefits of both with Integrately’s Convert Builder + Clio integration.
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Ready Workflows For Convert Builder + Clio Integration

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Convert Builder + Clio Integration

Create Clio contact from new Convert Builder order

As an online store owner, you're likely using Convert Builder 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 Convert Builder 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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Convert Builder + Clio Integration

Create Clio contact for new Convert Builder form submission

When someone completes your Convert Builder, 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 Convert Builder is automatically populated in the new contact, so you don't have to waste time manually entering data. Thus, having a Convert Builder - Clio integration set up makes it easy to manage your customer relationships and grow your business.
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Convert Builder + Clio Integration

Create Clio contact for new Convert Builder 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 Convert Builder 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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Convert Builder + Clio Integration
1.
  • Convert Builder
    Form response is created in Convert Builder

    Triggers the automation whenever a form is filled

    Instant
  • Convert Builder
    Order is created in Convert Builder

    Triggers the automation whenever a new order is created

    Instant
  • Convert Builder
    Order is updated in Convert Builder

    Triggers the automation whenever any order is updated

    Instant
  • Convert Builder
    Product is created in Convert Builder

    Triggers the automation whenever a new product is created

    Instant
  • Convert Builder
    Product is updated in Convert Builder

    Triggers the automation whenever a product is updated

    Instant
  • Convert Builder
    Booking is created in Convert Builder

    Triggers the automation whenever a new booking is created

    Instant
  • Convert Builder
    Contact is created or updated in Convert Builder

    Triggers the automation whenever a contact is created or updated

    Instant
  • Clio
    Contact is created in Clio

    Triggers the automation whenever a new contact is created

    Instant
  • Clio
    Task is created in Clio

    Triggers the automation whenever a new task is created

    Instant
  • Clio
    Matter is created in Clio

    Triggers the automation whenever a new matter is created

    Instant
  • Clio
    Communication is created in Clio

    Triggers the automation whenever a new communication is created

    Instant
  • Clio
    Bill state is updated in Clio

    Triggers the automation whenever a bill state has been updated

    Instant
  • Clio
    Task status has updated in Clio

    Triggers the automation whenever a Task status has been updated

    Instant
  • Clio
    Calendar entry is created in Clio

    Triggers the automation whenever a new calendar entry is created

    Instant
  • Clio
    Matter status has updated in Clio

    Triggers the automation whenever the status of a particular matter is updated

    Instant
  • Clio
    Matter note is created in Clio

    Triggers the automation whenever a new note is added to any matter

  • Clio
    Activity is created in Clio

    Triggers the automation whenever a new activity is created

    Instant
  • Clio
    New bill is created in Clio

    Triggers the automation whenever a new bill is raised

    Instant
  • Clio
    Document is created in Clio

    Triggers the automation whenever a new document is created

2.
  • Convert Builder
    Create contact in Convert Builder

    Automatically adds a new contact to the database

  • Convert Builder
    Delete contact in Convert Builder

    Automatically removes a contact from the address book

  • Convert Builder
    Update product in Convert Builder

    Automatically updates product information

  • Convert Builder
    Search contact in Convert Builder

    Automatically finds and retrieves contact information

  • Convert Builder
    Update contact in Convert Builder

    Automatically updates contact information with new details

  • Convert Builder
    Create product in Convert Builder

    Automatically generates and launch new products

  • Convert Builder
    Create member in Convert Builder

    Automatically adds a new member to the system

  • Convert Builder
    Delete member in Convert Builder

    Automatically removes a member from the system

  • Convert Builder
    Update member in Convert Builder

    Automatically updates a member's information

  • Convert Builder
    Search product in Convert Builder

    Automatically searches for a product

  • Convert Builder
    Create member group in Convert Builder

    Automatically creates a new group of members

  • Convert Builder
    Update member group in Convert Builder

    Automatically updates the particular member group

  • Convert Builder
    Delete member group in Convert Builder

    Automatically deletes a member group

  • Clio
    Create person contact in Clio

    Automatically adds a new contact to the person database

  • Clio
    Update person contact in Clio

    Automatically updates contact information for a person

  • Clio
    Search person contact in Clio

    Automatically searches for a person contact

  • Clio
    Search contact by custom field in Clio

    Automatically locate and retrieve contacts using a custom field

  • Clio
    Create time entry (Activity) in Clio

    Automatically record and track time spent on a activity

  • Clio
    Update matter in Clio

    Automatically updates matter details with the latest information

  • Clio
    Create matter in Clio

    Automatically generates new matter

  • Clio
    Create matter note in Clio

    Automatically generates a note for new matters

  • Clio
    Create matter folder in Clio

    Automatically generates a folder for organizing matter

  • Clio
    Create calendar entry in Clio

    Automatically adds a new event to the calendar

  • Clio
    Search matter in Clio

    Automatically searches for a matter

  • Clio
    Create expense entry (Activity) in Clio

    Automatically record a new expense entry

  • Clio
    Search matter by custom field in Clio

    Automatically searches for a matter using a custom field

  • Clio
    Create company contact in Clio

    Automatically adds a new contact for a company into the company's contact list

  • Clio
    Update company contact in Clio

    Automatically updates contact information for company records

  • Clio
    Search company contact in Clio

    Automatically retrieves contact information for a company

  • Clio
    Search user in Clio

    Automatically searches for a user

  • Clio
    Search bill in Clio

    Automatically searches for a bill

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Integrate Convert Builder & Clio In 1 Click
And Save Time & Money Both

Integrately makes automation accessible to everyone with features like ready 1-click automations, text-to-automation AI, and a guided automation setup process (Guided UI). If you still need help, our 24/5 live chat support has got you covered. So why wait? Sign up for your free plan and automate now!

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You Can Also Connect Convert Builder or Clio With 1200+ Other Apps

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Convert Builder is the perfect tool for anyone who wants to grow their business. It is an all-in-one marketing platform allowing you to build landing pages, sales funnels, membership sites and popups in minutes.

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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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