Real Geeks + Clio Integration

Connect Real Geeks to Clio in 1 click

Integrate Real Geeks + Clio For Free ✔ Free forever. ✔ Use premium features free for 14 days.

Popular Real Geeks + Clio Workflows

When Contact is created in Clio, create Contact in Real Geeks

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Create Clio contact for new Real Geeks 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 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.

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When Lead is created in Real Geeks > Check condition > Create person contact in Clio

Real Geeks + Clio Integration

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Lead is created in Real Geeks
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 has 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 a lead in Real Geeks
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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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.

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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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