Facebook Lead Ads + Clio Integration

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Facebook Lead Ads + Clio Integration

Create Clio contact from new Facebook Lead Ads lead

With the help of this automation, whenever a new Facebook Lead Ads contact is created, Clio will automatically create a matching contact in your account.

This makes it easy to track your leads and keep your sales pipeline up-to-date. You can also add additional information to the contact record, such as what stage of the sales process they are in, or what type of lead they are. Having accurate contact information is essential for effective sales follow-up.

So be sure to take advantage of this must-have automation!
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Facebook Lead Ads + Clio Integration

Create Clio company from new Facebook Lead Ads lead

If you're running ads on Facebook Lead Ads, you'll want to connect your leads to Clio as soon as possible. Using this Facebook Lead Ads - Clio integration, whenever a lead is created in a Facebook Lead Ads, a new company will automatically be created in Clio.

You can then assign the lead to a person on your team and start following up. This makes it easier to track your leads and frees up time that would have been wasted inputting data into a new account.
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Facebook Lead Ads + Clio Integration
1.
  • Facebook Lead Ads
    Lead is created in Facebook Lead Ads Instant
  • Clio
    Contact is created in Clio Instant
  • Clio
    Task is created in Clio Instant
  • Clio
    Matter is created in Clio Instant
  • Clio
    Communication is created in Clio Instant
  • Clio
    Bill state has updated in Clio Instant
  • Clio
    Task status has updated in Clio Instant
  • Clio
    Calendar entry is created in Clio Instant
  • Clio
    Matter status has updated in Clio Instant
  • Clio
    Matter note is created in Clio
  • Clio
    Activity is created in Clio Instant
  • Clio
    New bill is created in Clio Instant
  • Clio
    Document is created in Clio
2.
  • Clio
    Create person contact in Clio
  • Clio
    Update person contact in Clio
  • Clio
    Search person contact in Clio
  • Clio
    Search contact by custom field in Clio
  • Clio
    Create time entry (Activity) in Clio
  • Clio
    Update matter in Clio
  • Clio
    Create matter in Clio
  • Clio
    Create matter note in Clio
  • Clio
    Create matter folder in Clio
  • Clio
    Create calendar entry in Clio
  • Clio
    Search matter in Clio
  • Clio
    Create expense entry (Activity) in Clio
  • Clio
    Search matter by custom field in Clio
  • Clio
    Create company contact in Clio
  • Clio
    Update company contact in Clio
  • Clio
    Search company contact in Clio
  • Clio
    Search user in Clio
  • Clio
    Search bill in Clio
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