
Popular Clio + Salesforce Workflows


When Contact is created in Clio, create Contact in Salesforce

When Contact is created in Clio, create Task in Salesforce

When Contact is created in Clio, create Record in Salesforce

Create Clio company for new Salesforce account

Create Clio contact for new Salesforce record
Also, it's one less thing for you to have to remember to do manually. Win-win!

Create Clio company for new Salesforce record

When Contact is created in Salesforce > Check condition > Create person contact in Clio

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

When Record is created in Salesforce > Check any condition > Create person contact in Clio
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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.
See Clio Integrations
Salesforce helps you to organize your business data. The platform allows businesses to connect with its customers in real time and across channels, using analytics to drive better business decisions.
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