When Contact is created in Clio, create Contact in JustCall
When Contact is created in Clio, create Contact in JustCall
Clio + JustCall Integration
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Create Clio contact for new JustCall 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 JustCall - Clio integration, anytime a new JustCall 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 JustCall - Clio integration, anytime a new JustCall 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.
Update Clio contact from new JustCall event
JustCall + Clio Integration
When Appointment is created in JustCall > Check any condition > Create person contact in Clio
JustCall + Clio Integration
When Contact is created in JustCall > Check condition > Create person contact in Clio
JustCall + Clio Integration
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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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JustCall provides you with the ability to deliver consistent customer service across multiple channels, allowing you to deliver a personalised experience that keeps customers coming back again and again.
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