When Contact is created in Clio, create Person in Copper
When Contact is created in Clio, create Person in Copper
Copper + Clio Integration
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When Contact is created in Clio, create Task in Copper
When Contact is created in Clio, create Task in Copper
Create Clio contact for new Copper person
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 Copper - Clio integration, anytime a new Copper person 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 Copper - Clio integration, anytime a new Copper person 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 Copper company
Copper + Clio Integration
When Person is created in Copper > Check condition > Create person contact in Clio
Copper + Clio Integration
When Lead is created in Copper > Check condition > Create person contact in Clio
Copper + Clio Integration
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Copper is a CRM that helps you turn relationships into revenue, and it does this by automating all the busywork in your sales pipeline so you can focus on what matters: building relationships with customers.
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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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