When Contact is created in Clio, create Contact in LionDesk
When Contact is created in Clio, create Contact in LionDesk
Clio + LionDesk Integration
Connect Clio to LionDesk in 1 click
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Create Clio contact for new LionDesk 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 LionDesk 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.
See moreFor 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 LionDesk 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.
Update Clio company for new LionDesk contact
LionDesk + Clio Integration
Create Clio company for new LionDesk contact
LionDesk + Clio Integration
When Contact is created in LionDesk > Check condition > Create person contact in Clio
LionDesk + 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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LionDesk is a leading Sales Execution Platform used by sales teams around the world to power all their sales processes, from lead generation & management to productivity & collaboration.
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