Popular NationBuilder + Clio Workflows
Create Clio contact for new NationBuilder 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 NationBuilder - Clio integration, anytime a new NationBuilder 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 New contact is created in NationBuilder > Check condition > Create person contact in Clio
When New person is added in NationBuilder > Check condition > Create person contact in Clio
- 1of1
Create Your Own NationBuilder & Clio Integration In Clicks
Integrate NationBuilder & 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 NationBuilder & 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 NationBuilder & Clio With 1100+ Other Apps
NationBuilder is the platform for every movement, organization, and campaign that wants to succeed. It's powerful tools help you engage supporters, run campaigns, build membership and manage your day-to-day operations.
See NationBuilder 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