Create Follow Up Boss Deal from new Clio Contact
Create Follow Up Boss Deal from new Clio Contact
Follow Up Boss + Clio Integration
Connect Follow Up Boss to Clio in 1 click
Integrate Follow Up Boss + Clio For Free ✔ Free forever. ✔ Use premium features free for 14 days.
Popular Follow Up Boss + Clio Workflows
When Contact is created in Clio, create Contact in Follow Up Boss
When Contact is created in Clio, create Contact in Follow Up Boss
When Contact is created in Clio, create Task in Follow Up Boss
When Contact is created in Clio, create Task in Follow Up Boss
Create Clio contact for new Follow Up Boss 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 Follow Up Boss - Clio integration, anytime a new Follow Up Boss 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 Follow Up Boss - Clio integration, anytime a new Follow Up Boss 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 Follow Up Boss > Check condition > Create person contact in Clio
Follow Up Boss + Clio Integration
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Follow Up Boss saves agents time by automatically creating appointments, sending emails, and reminding clients. It also allows agents to identify leads based on thier 'hotness', so they can focus on the most urgent tasks at hand.
See Follow Up Boss Integrations
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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