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Create Clio contact for new Dubb 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 Dubb - Clio integration, anytime a new Dubb 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 Contact is created in Dubb > Check condition > Create person contact in Clio
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Dubb makes it easy to create and share screen & camera videos that make your communication stand out. Create trackable videos for your sales, support, and marketing teams to accelerate the growth of your organization.
See Dubb 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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