Popular Optiin + Clio Workflows
Update Optiin Contact from new Clio Contact
Create Clio contact from new Optiin order
But did you know that you can easily integrate Optiin with Clio? This integration will allow you to automatically create a contact for each new order in Clio.
Not only will this save you time, but it will also ensure that your customer data is always up-to-date.
Create Clio contact for new Optiin form submission
Plus, all of the information from the Optiin is automatically populated in the new contact, so you don't have to waste time manually entering data. Thus, having a Optiin - Clio integration set up makes it easy to manage your customer relationships and grow your business.
Create Clio company for new Optiin form submission
Create Clio contact for new Optiin 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 Optiin 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.
Update Clio company for new Optiin contact
Create Clio company for new Optiin contact
Update Clio contact from new Optiin event
When Booking is created in Optiin > Check any condition > Create person contact in Clio
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Optiin is a website funnel building platform that powers your online business to next level. With user-friendly interface and powerful features, you can create website funnels within minutes with Optiin.
See Optiin 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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