Popular Salesflare + Clio Workflows
When Contact is created in Clio, create Person in Salesflare
When Contact is created in Clio, create Task in Salesflare
Create Clio contact for new Salesflare person
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 Salesflare - Clio integration, anytime a new Salesflare person 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.
Create Clio company for new Salesflare account
When Contact is created in Salesflare > Check condition > Create person contact in Clio
When Person is created in Salesflare > Check condition > Create person contact in Clio
When User is created in Salesflare > Check condition > Create person contact in Clio
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Salesflare's mission is to help startups grow their sales. It's AI-driven approach automatically gathers data from every incoming lead and contact, making it easy to organise and prioritise your sales efforts.
See Salesflare 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.
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