Pipeliner Cloud + Clio Integration

Connect Pipeliner Cloud to Clio in 1 click

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Popular Pipeliner Cloud + Clio Workflows

Create Clio contact for new Pipeliner Cloud contact

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 Pipeliner Cloud - Clio integration, anytime a new Pipeliner Cloud contact 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.

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Create Your Own Pipeliner Cloud & Clio Integration Without Any Code

Create Custom Workflow

Task is created in Pipeliner Cloud Instant
Task is updated in Pipeliner Cloud Instant
Account is created in Pipeliner Cloud Instant
Account is updated in Pipeliner Cloud Instant
Contact is created in Pipeliner Cloud Instant
Contact is updated in Pipeliner Cloud Instant
Appointment is created in Pipeliner Cloud Instant
Appointment is updated in Pipeliner Cloud Instant
Lead is created in Pipeliner Cloud Instant
Lead is updated in Pipeliner Cloud Instant
Opportunity is created in Pipeliner Cloud Instant
Opportunity is updated in Pipeliner Cloud Instant
Product is created in Pipeliner Cloud Instant
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

Create account in Pipeliner Cloud
Update account in Pipeliner Cloud
Search account in Pipeliner Cloud
Create appointment in Pipeliner Cloud
Update appointment in Pipeliner Cloud
Search appointment in Pipeliner Cloud
Create contact in Pipeliner Cloud
Update contact in Pipeliner Cloud
Search contact in Pipeliner Cloud
Create lead in Pipeliner Cloud
Update lead in Pipeliner Cloud
Search lead in Pipeliner Cloud
Create product in Pipeliner Cloud
Update product in Pipeliner Cloud
Search product in Pipeliner Cloud
Create task in Pipeliner Cloud
Update task in Pipeliner Cloud
Search task in Pipeliner Cloud
Create custom entity in Pipeliner Cloud
Update custom entity in Pipeliner Cloud
Search custom entity in Pipeliner Cloud
Associate account in Pipeliner Cloud
Associate tag in Pipeliner Cloud
Associate sharing units in Pipeliner Cloud
Associate sales units in Pipeliner Cloud
Create task in Clio
Create communication in Clio
Update task in Clio
Upload document in Clio
Assign task template list to matter in Clio
Search task by name in Clio
Create person contact in Clio
Update person contact in Clio
Search person contact in Clio
Search contact by custom field in Clio
Create time entry (Activity) in Clio
Update matter in Clio
Create matter in Clio
Create matter note in Clio
Create matter folder in Clio
Create calendar entry in Clio
Search matter in Clio
Create expense entry (Activity) in Clio
Search matter by custom field in Clio
Create company contact in Clio
Update company contact in Clio
Search company contact in Clio
Search user in Clio
Search bill in Clio

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You Can Also Connect Pipeliner Cloud or Clio With 1200+ Other Apps

Pipeliner Cloud is a user-friendly CRM that streamlines sales processes, automates workflows, and enhances team collaboration. Boost productivity and drive sales growth with Pipeliner Cloud’s intuitive platform.

See Pipeliner Cloud Integrations

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.

See Clio Integrations