Create PipelineDeals Deal from new Clio Contact
Create PipelineDeals Deal from new Clio Contact
PipelineDeals + Clio Integration
Connect PipelineDeals to Clio in 1 click
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Popular PipelineDeals + Clio Workflows
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.
Create Clio company for new PipelineDeals company
PipelineDeals + Clio Integration
When Person is created in PipelineDeals > Check condition > Create person contact in Clio
PipelineDeals + Clio Integration
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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!
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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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