When Contact is created in Clio, create Prospect in PersistIQ
When Contact is created in Clio, create Prospect in PersistIQ
Clio + PersistIQ Integration
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Create Clio contact for new PersistIQ prospect
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 PersistIQ - Clio integration, anytime a new PersistIQ prospect 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 PersistIQ - Clio integration, anytime a new PersistIQ prospect 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 Prospect is created in PersistIQ > Check condition > Create person contact in Clio
PersistIQ + 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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PersistIQ ielps you reach, engage and convert prospects through intelligent email outreach. We are the first platform to combine the power of smart communication and workflow in one easy-to-use system.
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