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
Integrate Referral Rock + Clio For Free ✔ Free forever. ✔ Use premium features free for 14 days.
Popular Referral Rock + Clio Workflows
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
- 1of1
Create Your Own Referral Rock & Clio Integration Without Any Code
Create Custom Workflow
3x-10x Less Expensive Than Popular Alternatives
Popular Alternative
😐
750 Tasks
in $19.99
Integrately
😍
2,000 Tasks
in $19.99
Integrate Referral Rock & Clio In 1 Click
And Save Time & Money Both
Integrately makes automation accessible to everyone with features like ready 1-click automations, text-to-automation AI, and a guided automation setup process (Guided UI). If you still need help, our 24/5 live chat support has got you covered. So why wait? Sign up for your free plan and automate now!
Want to automate something else in your workflow?
You Can Also Connect Referral Rock or Clio With 1200+ Other Apps
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)!
See Referral Rock 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❤Trusted by 42,000+ Customers
Highest Rated Integration Platform on G2
Connect Referral Rock + Clio Now
In Just 1 Click!
P
ProductHunt
Most upvoted product of the month
