Givebutter + Clio Integration

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Givebutter + Clio Integration

Create Clio contact for new Givebutter contact

There are many reasons why someone might choose to use two different marketing tools. One common reason is - the ability to reach a wider audience.

For example, if one tool is better suited for reaching customers in a certain geographic region, while another is better for reaching customers of a certain age group, using both can help businesses reach their target market more effectively.

Integration of your new Clio contact and Givebutter contact can help make sure that your messages are coordinated and that you're taking full advantage of all your channels. It can also help reduce the amount of time you spend managing different tools and platforms.
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Givebutter + Clio Integration

Create Clio contact for new Givebutter ticket

If you're using Givebutter to manage your events, you'll want to make sure that your Clio contact are updated with the latest information. When a ticket is added to an event in Givebutter, a new contact will be created in Clio automatically. This makes it easy to keep track of your sales pipeline and track event success.
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Givebutter + Clio Integration
1.
  • Givebutter
    Contact is created in Givebutter
  • Givebutter
    Transaction is created in Givebutter
  • Givebutter
    Campaign is created in Givebutter
  • Givebutter
    Campaign is updated in Givebutter
  • Givebutter
    Ticket is created in Givebutter
  • 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.
  • Givebutter
    Create contact in Givebutter
  • Givebutter
    Create campaign in Givebutter
  • 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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