When Contact is created in Clio, create Person in Pike13
When Contact is created in Clio, create Person in Pike13
Clio + Pike13 Integration
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Create Clio contact for new Pike13 person
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 Pike13 - Clio integration, anytime a new Pike13 person 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 Pike13 - Clio integration, anytime a new Pike13 person 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 Person is created in Pike13 > Check condition > Create person contact in Clio
Pike13 + 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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Pike13 is a mobile-friendly platform that helps you to manage your business by connecting your clients, class schedules, and payment collection in one place. It also automates payroll and bookkeeping for you.
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