Ready workflows for Freshworks CRM (Freshsales Suite) + Clio Integration
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When Contact is created in Clio, create Contact in Freshworks CRM
Create Clio contact for new Freshworks CRM (Freshsales Suite) 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 Freshworks CRM (Freshsales Suite) - Clio integration, anytime a new Freshworks CRM (Freshsales Suite) 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.
Create Clio company for new Freshworks CRM (Freshsales Suite) account
When Contact is created in Freshworks CRM (Freshsales Suite) > Check condition > Create person contact in Clio
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Create Your Own Freshworks CRM (Freshsales Suite) & Clio Integration Without Any Code
Quickly Create Custom Workflows - Set ‘trigger’ to start your workflow & ‘action’
to automate repetitive tasks between Freshworks CRM (Freshsales Suite) & Clio
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Freshworks is an all-in-one solution for sales, marketing, customer support and service teams to optimize their existing workflows. It helps you close deals faster, win more business, and retain your best customers.
See Freshworks CRM (Freshsales Suite) 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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