Popular InfluencerSoft + Clio Workflows
Update InfluencerSoft Customer from new Clio Contact
Create Clio contact for new InfluencerSoft customer
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 InfluencerSoft customer 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.
Create Clio contact from new InfluencerSoft order
But did you know that you can easily integrate InfluencerSoft with Clio? This integration will allow you to automatically create a contact for each new order in Clio.
Not only will this save you time, but it will also ensure that your customer data is always up-to-date.
Update Clio company for new InfluencerSoft customer
Create Clio company for new InfluencerSoft customer
When Customer is subscribed in InfluencerSoft > Search person contact in Clio > Check any condition > Create person contact in Clio
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InfluencerSoft is a complete e-commerce solution for selling digital products & courses. It helps you build your own online store, manage orders, keep track of your inventory and much more.
See InfluencerSoft 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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