Create Clio company for new PipelineDeals company
PipelineCRM + Clio Integration
Clio + PipelineCRM Integration
Connect Clio to PipelineCRM in 1 click
Free forever.Use premium features free for 14 days.1.
Contact is created in Clio Instant- Task is created in Clio Instant
- Matter is created in Clio Instant
- Communication is created in Clio Instant
- Bill state is updated in Clio Instant
- Task status has updated in Clio Instant
- Calendar entry is created in Clio Instant
- Matter status has updated in Clio Instant
- Matter note is created in Clio
- Activity is created in Clio Instant
- New bill is created in Clio Instant
- Document is created in Clio
Person is created in PipelineCRM Instant- Company is created in PipelineCRM Instant
- Deal is created in PipelineCRM Instant
- Deal status is changed in PipelineCRM Instant
- Deal is moved in PipelineCRM Instant
2.
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Most popular automations
Create PipelineDeals Deal from new Clio Contact
Create PipelineDeals Deal from new Clio Contact
When Contact is created in Clio, create Person in PipelineDeals
When Contact is created in Clio, create Person in PipelineDeals
When Contact is created in Clio, create Task in PipelineDeals
When Contact is created in Clio, create Task in PipelineDeals
Create Clio contact for new PipelineDeals 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 PipelineDeals - Clio integration, anytime a new PipelineDeals 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 PipelineDeals - Clio integration, anytime a new PipelineDeals 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 PipelineDeals > Check condition > Create person contact in Clio
PipelineCRM + Clio Integration
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Top 10 Most Popular Clio Automations from
Integrately Community
Just click on the workflow you want to automate
Create Clio contact for new Microsoft Excel row
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Create Clio contact for new CompanyHub record
Create Clio contact for new Microsoft Excel row
Create Clio contact for new Eventbrite order
Create Clio contact for new MemberPress member
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Create Clio contact for new Bubble data thing
Create Clio contact for new PostgreSQL row
Create Clio contact for new MySQL row
Create Clio contact for new Zoho Creator record
Create Clio contact for new EasyCSV data
Create Clio contact for new Bubble data thing
Create Clio contact for new PostgreSQL row
Create Clio contact for new MySQL row
Top 10 Most Popular PipelineCRM Automations from
Integrately Community
Most popular
01
Create PipelineDeals person for new Elementor Forms form submission
02
Create PipelineDeals person for new Webflow form submission
03
Create PipelineDeals person for new Simvoly form submission
04
Create PipelineDeals person for new WPForms form submission
05
Create PipelineDeals person for new Mautic form submission
06
Create PipelineDeals person for new HappyForms form submission
07
Create PipelineDeals person for new Elite Funnels form submission
08
Create PipelineDeals person for new Marquiz lead
09
Create PipelineDeals person for new Bit Form response
10
Create PipelineDeals person for new FormKeep submission
Most popular
01
Create PipelineDeals person for new Elementor Forms form submission
02
Create PipelineDeals person for new Webflow form submission
03
Create PipelineDeals person for new Simvoly form submission
04
Create PipelineDeals person for new WPForms form submission
05
Create PipelineDeals person for new Mautic form submission
06
Create PipelineDeals person for new HappyForms form submission
07
Create PipelineDeals person for new Elite Funnels form submission
08
Create PipelineDeals person for new Marquiz lead
09
Create PipelineDeals person for new Bit Form response
10
Create PipelineDeals person for new FormKeep submission
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You Can Also Connect Clio or PipelineCRM With 1400+ Other Apps
Clio
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.
PipelineCRM
PipelineDeals is a CRM that lets you organize, track, and manage your deals, leads, and contacts. Create offers tailored to your customers' sales cycle. Follow up with emails & phone calls. Close deals faster than ever before!
