When Contact is created in Clio, create Contact in Platformly
When Contact is created in Clio, create Contact in Platformly
Clio + Platform.ly Integration
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Update Platformly Contact from new Clio Contact
Update Platformly Contact from new Clio Contact
Create Clio contact for new Platform.ly contact
There are many reasons why someone might choose to use two different marketing tools. One common reason is - the ability to reach a wider audience.
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 Platform.ly contact 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.
See moreFor 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 Platform.ly contact 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.
Update Clio company for new Platform.ly contact
Platform.ly + Clio Integration
Create Clio company for new Platform.ly contact
Platform.ly + 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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Platformly helps you automate your marketing to deliver consistent and personalized engagement at scale. We unify all your channels and data into a single, actionable source of truth.
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