When Contact is created in Clio, create Customer in RepairShopr
When Contact is created in Clio, create Customer in RepairShopr
Clio + RepairShopr Integration
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Create Clio contact for new RepairShopr customer
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 RepairShopr - Clio integration, anytime a new RepairShopr customer 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 RepairShopr - Clio integration, anytime a new RepairShopr customer 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 Customer is created in RepairShopr > Check condition > Create person contact in Clio
RepairShopr + 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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RepairShopr helps business owners manage their service and repair businesses by automating the job ticketing process. Businesses can create jobs, dispatch technicians, track time, send invoices, and communicate with customers.
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