When Contact is created in Clio, create Contact in OfficeRnD
When Contact is created in Clio, create Contact in OfficeRnD
Clio + OfficeRnD Integration
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Popular Clio + OfficeRnD Workflows
Create Clio contact for new OfficeRnD 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 OfficeRnD - Clio integration, anytime a new OfficeRnD 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 OfficeRnD - Clio integration, anytime a new OfficeRnD 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.
Create Clio company for new OfficeRnD company
OfficeRnD + Clio Integration
When New member is created in OfficeRnD > Check condition > Create person contact in Clio
OfficeRnD + 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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OfficeRnD is created by space operators, for space operators. With deep integrations to systems used by most coworking spaces, OfficeRnD manages your day-to-day operations so you can focus on making your business even better.
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