Ready workflows for dotdigital + Clio Integration
Just click on the workflow you want to automate
Update dotdigital Contact from new Clio Contact
Create Clio contact for new dotdigital survey response
Plus, all of the information from the dotdigital is automatically populated in the new contact, so you don't have to waste time manually entering data. Thus, having a dotdigital - Clio integration set up makes it easy to manage your customer relationships and grow your business.
Create Clio company for new dotdigital survey response
When New survey response is submitted in dotdigital > Check any condition > Create person contact in Clio
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Create Your Own dotdigital & Clio Integration Without Any Code
Quickly Create Custom Workflows - Set ‘trigger’ to start your workflow & ‘action’
to automate repetitive tasks between dotdigital & Clio
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Integrate dotdigital & Clio In 1 Click
And Save Time & Money Both
Integrately is 1 click integration platform for non-techies. It is the only platform with millions of ready-to-activate integrations! With Integrately, you can integrate dotdigital & Clio with 1100+ apps in the next few minutes, without any technical skills and zero learning curve. Just find your automation and activate it.
Want to automate something else in your workflow?
You Can Also Connect dotdigital or Clio With 1100+ Other Apps
dotdigital is the leading engagement platform for B2B businesses. We help companies of all sizes to engage customers across all touchpoints from email, social and mobile marketing through to data management and analytics.
See dotdigital 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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