Popular LeadSquared + Clio Workflows
Create Clio contact for new LeadSquared 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 LeadSquared - Clio integration, anytime a new LeadSquared 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 contact for new LeadSquared lead
Plus, all of the information from the LeadSquared is automatically populated in the new contact, so you don't have to waste time manually entering data. Thus, having a LeadSquared - Clio integration set up makes it easy to manage your customer relationships and grow your business.
Create Clio company for new LeadSquared lead
When Lead is submitted on landing page in LeadSquared > Check any condition > Create person contact in Clio
When New lead is created in LeadSquared > Check condition > Create person contact in Clio
- 1of1
Create Your Own LeadSquared & Clio Integration In Clicks
Integrate LeadSquared & Clio In 1 Click
And Save Time & Money Both
Integrately is 1 click integration platform for non-techies. It is the only platform with millions of ready-to-activate integrations! With Integrately, you can integrate LeadSquared & Clio with 1100+ apps in the next few minutes, without any technical skills and zero learning curve. Just find your automation and activate it.
You Can Also Integrate LeadSquared & Clio With 1100+ Other Apps
LeadSquared helps businesses to grow through customer acquisition. It is a complete marketing and sales solution that enables SMBs to use multiple channels to identify, engage and convert prospects into customers.
See LeadSquared 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.
See Clio Integrations❤Trusted by 10,000+ Customers
Most upvoted product of the month