When Contact is created in Clio, create Contact in Customerly
When Contact is created in Clio, create Contact in Customerly
Clio + Customerly Integration
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Create Clio contact for new Customerly 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 Customerly - Clio integration, anytime a new Customerly 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 Customerly - Clio integration, anytime a new Customerly 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.
When User is created in Customerly > Check condition > Create person contact in Clio
Customerly + Clio Integration
When Lead is created in Customerly > Check condition > Create person contact in Clio
Customerly + 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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Customerly is the fully integrated CRM system for e-commerce businesses. It helps you boost your customer engagement, automate your marketing and sales processes, convert more customers, and grow your business.
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