When Contact is created in Clio, create Contact in Kylas CRM
When Contact is created in Clio, create Contact in Kylas CRM
Kylas CRM + Clio Integration
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Create Clio contact for new Kylas CRM 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 Kylas CRM - Clio integration, anytime a new Kylas CRM 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 Kylas CRM - Clio integration, anytime a new Kylas CRM 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.
When Contact is created in Kylas CRM > Check condition > Create person contact in Clio
Kylas CRM + Clio Integration
When Lead is created in Kylas CRM > Check condition > Create person contact in Clio
Kylas CRM + Clio Integration
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Kylas CRM is a feature-rich, easy to use and intuitive Sales CRM software. It helps you get more out of your sales efforts by increasing the number of effective leads, following up on each lead and converting them into customers.
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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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