Create Microsoft Office 365 Event for new Clio Task
Create Microsoft Office 365 Event for new Clio Task
Microsoft Office 365 + Clio Integration
Connect Microsoft Office 365 to Clio in 1 click
Integrate Microsoft Office 365 + Clio For Free ✔ Free forever. ✔ Use premium features free for 14 days.
Popular Microsoft Office 365 + Clio Workflows
Send Microsoft Office 365 Message for new Clio Contact
Send Microsoft Office 365 Message for new Clio Contact
When Contact is created in Clio, create Contact in Microsoft Office 365
When Contact is created in Clio, create Contact in Microsoft Office 365
Send Microsoft Office 365 Message for new Clio Task
Send Microsoft Office 365 Message for new Clio Task
When Contact is created in Clio, create Event in Microsoft Office 365
When Contact is created in Clio, create Event in Microsoft Office 365
Create Clio contact for new Microsoft Office 365 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 Microsoft Office 365 - Clio integration, anytime a new Microsoft Office 365 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 Microsoft Office 365 - Clio integration, anytime a new Microsoft Office 365 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 Microsoft Office 365 > Check condition > Create person contact in Clio
Microsoft Office 365 + Clio Integration
When Contact is updated in Microsoft Office 365 > Check condition > Create person contact in Clio
Microsoft Office 365 + Clio Integration
- 1of1
Create Your Own Microsoft Office 365 & Clio Integration Without Any Code
Create Custom Workflow
3x-10x Less Expensive Than Popular Alternatives
Popular Alternative
😐
750 Tasks
in $19.99
Integrately
😍
2,000 Tasks
in $19.99
Integrate Microsoft Office 365 & Clio In 1 Click
And Save Time & Money Both
Integrately makes automation accessible to everyone with features like ready 1-click automations, text-to-automation AI, and a guided automation setup process (Guided UI). If you still need help, our 24/5 live chat support has got you covered. So why wait? Sign up for your free plan and automate now!
Want to automate something else in your workflow?
You Can Also Connect Microsoft Office 365 or Clio With 1200+ Other Apps
Microsoft Office 365 Business helps you connect to your team, clients and customers in more places - from any device. All of your content is always up-to-date and available wherever you are!
See Microsoft Office 365 Integrations
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 Integrations❤Trusted by 42,000+ Customers
Highest Rated Integration Platform on G2
Connect Microsoft Office 365 + Clio Now
In Just 1 Click!
P
ProductHunt
Most upvoted product of the month
