Popular Clio + Mautic Workflows
Create Clio contact for new Mautic contact
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 Mautic 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.
Create Clio contact for new Mautic form submission
Plus, all of the information from the Mautic is automatically populated in the new contact, so you don't have to waste time manually entering data. Thus, having a Mautic - Clio integration set up makes it easy to manage your customer relationships and grow your business.
Create Clio company for new Mautic form submission
Update Clio company for new Mautic contact
Create Clio company for new Mautic contact
When Form is submitted in Mautic > Check any condition > Create person contact in Clio
When Contact is created in Mautic > Check condition > Create person contact in Clio
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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.
See Clio IntegrationsMautic works on the concept of marketing automation. It helps you send the right personalized message to your customer at the right time. It is open source, which means that it's free.
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