Popular Real Geeks + Clio Workflows
Create Clio contact for new Real Geeks contact
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 Real Geeks - Clio integration, anytime a new Real Geeks 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.
When Lead is created in Real Geeks > Check condition > Create person contact in Clio
- 1of1
Create Your Own Real Geeks & Clio Integration In Clicks
Integrate Real Geeks & Clio In 1 Click
And Save Time & Money Both
Integrately is 1 click integration platform for non-techies. It is the only platform with millions of ready-to-activate integrations! With Integrately, you can integrate Real Geeks & Clio with 1100+ apps in the next few minutes, without any technical skills and zero learning curve. Just find your automation and activate it.
You Can Also Integrate Real Geeks & Clio With 1100+ Other Apps
Real Geeks aims to help real estate agents sell more homes. From lead generation, to nurturing, to closing deals, we have you covered! Real Geeks is the ultimate platform to manage your sales and marketing.
See Real Geeks 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.
See Clio Integrations❤Trusted by 10,000+ Customers
Most upvoted product of the month