Follow Up Boss + Clio Integration

Connect Follow Up Boss to Clio in 1 click

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Popular Follow Up Boss + Clio Workflows

Create Follow Up Boss Deal from new Clio Contact

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When Contact is created in Clio, create Contact in Follow Up Boss

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When Contact is created in Clio, create Task in Follow Up Boss

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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.

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Contact is created in Follow Up Boss Instant
Tag is added to contact in Follow Up Boss Instant
Person stage is updated in Follow Up Boss Instant
Deal is created in Follow Up Boss Instant
Deal is updated in Follow Up Boss Instant
Appointment is created in Follow Up Boss Instant
Contact is created in Clio Instant
Task is created in Clio Instant
Matter is created in Clio Instant
Communication is created in Clio Instant
Bill state has updated in Clio Instant
Calendar entry is created in Clio Instant
Matter note is created in Clio
Matter status has updated in Clio Instant
Task status has updated in Clio Instant
New bill is created in Clio Instant
Document is created in Clio
Activity is created in Clio Instant

Create contact without triggering action plans in Follow Up Boss
Search contact in Follow Up Boss
Add tags to a contact in Follow Up Boss
Reassign agent in Follow Up Boss
Update contact without triggering action plans in Follow Up Boss
Change stage of a contact in Follow Up Boss
Create note in Follow Up Boss
Create inquiry or website event in Follow Up Boss
Apply an action plan to a contact in Follow Up Boss
Create collaborators in Follow Up Boss
Pause an action plan for a contact in Follow Up Boss
Create deal in Follow Up Boss
Log call in Follow Up Boss
Create task in Follow Up Boss
Create person contact in Clio
Update person contact in Clio
Search person contact in Clio
Search contact by custom field in Clio
Create time entry (Activity) in Clio
Update matter in Clio
Create matter in Clio
Search matter in Clio
Create calendar entry in Clio
Create matter note in Clio
Create matter folder in Clio
Create expense entry (Activity) in Clio
Search matter by custom field in Clio
Create company contact in Clio
Update company contact in Clio
Search company contact in Clio
Search user in Clio
Search bill in Clio

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You Can Also Integrate Follow Up Boss & Clio With 1000+ Other Apps

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.

See Clio Integrations

Why Follow Up Boss & Clio Users ❤ Integrately

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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 Follow Up Boss & Clio with 1000+ apps in the next few minutes, without any technical skills and zero learning curve. Just find your automation and activate it.