When Contact is created in Clio, create Contact in Referral Rock
When Contact is created in Clio, create Contact in Referral Rock
Referral Rock + Clio Integration
Connect Referral Rock to Clio in 1 click
Free forever.Use premium features free for 14 days.1.
Member is created in Referral Rock Instant- Member is updated in Referral Rock Instant
- Referral is created in Referral Rock Instant
- Referral is updated in Referral Rock Instant
- Reward is created in Referral Rock Instant
- Reward is updated in Referral Rock 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
2.
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Most popular automations
Create Clio contact for new Referral Rock 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 Referral Rock - Clio integration, anytime a new Referral Rock 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.
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 Referral Rock - Clio integration, anytime a new Referral Rock 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 Referral is created in Referral Rock > Check condition > Create person contact in Clio
Referral Rock + Clio Integration
When Member is created in Referral Rock > Check condition > Create person contact in Clio
Referral Rock + Clio Integration
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Top 10 Most Popular Referral Rock Automations from
Integrately Community
Just click on the workflow you want to automate
Create Referral Rock contact for new Square customer
Create Referral Rock contact for new Ninja Forms form submission
Create Referral Rock contact for new WordPress user
Create Referral Rock contact for new Paystack customer
Create Referral Rock contact for new Eventbrite order
Create Referral Rock contact for new Square customer
Create Referral Rock contact for new Ninja Forms form submission
Create Referral Rock contact for new WordPress user
Create Referral Rock contact for new Paystack customer
Create Referral Rock contact for new Eventbrite order
Create Referral Rock contact for new Elementor Forms form submission
Create Referral Rock contact for new EMBUDO.marketing form submission
Send Online Live Support message for new Referral Rock contact
Send MailerSend message for new Referral Rock contact
Send Telnyx message for new Referral Rock contact
Create Referral Rock contact for new Elementor Forms form submission
Create Referral Rock contact for new EMBUDO.marketing form submission
Send Online Live Support message for new Referral Rock contact
Send MailerSend message for new Referral Rock contact
Send Telnyx message for new Referral Rock contact
Top 10 Most Popular Clio Automations from
Integrately Community
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Create Clio contact for new MemberPress member
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Most popular
01
Create Clio contact for new Microsoft Excel row
02
Create Clio contact for new Eventbrite order
03
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04
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05
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06
Create Clio contact for new Zoho Creator record
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Create Clio contact for new EasyCSV data
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Create Clio contact for new Bubble data thing
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Create Clio contact for new PostgreSQL row
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Create Clio contact for new MySQL row
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You Can Also Connect Referral Rock or Clio With 1400+ Other Apps
Referral Rock
Referral Rock is a referral program management tool that lets you create attractive referral programs with just a few clicks, manage them easily and see results fast, so that you can measure your return on investment (ROI)!
Clio
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.
