Popular Pipedrive + Clio Workflows
When Contact is created in Clio, create Person in Pipedrive
Create Clio contact for new Pipedrive person
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 Pipedrive - Clio integration, anytime a new Pipedrive 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.
Create Clio company for new Pipedrive organization
Create Clio contact for new Pipedrive person
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 Pipedrive person 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.
Create Clio company for new Pipedrive organization
Update Clio company for new Pipedrive person
Create Clio company for new Pipedrive person
When Person is created in Pipedrive > Check condition > Create person contact in Clio
When Lead is created in Pipedrive > Check condition > Create person contact in Clio
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Pipedrive is a CRM software that helps you organize your sales, marketing, and customer relationships in one place. You can then use this information to stay on top of your leads and expand your business.
See Pipedrive 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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