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Create Clio contact for new noCRM.io lead
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 noCRM.io - Clio integration, anytime a new noCRM.io lead 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 Lead is created in noCRM.io > Check condition > Create person contact in Clio
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to automate repetitive tasks between noCRM.io & Clio
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noCRM.io is an easy to use sales CRM software that will help you track, manage and close your deals. It has all the features you need for a successful sales process: leads management, email templates, follow-up tasks, etc.
See noCRM.io 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.
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