Ready workflows for Salesforce + Clio Integration
Just click on the workflow you want to automate
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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Create Your Own Salesforce & Clio Integration Without Any Code
Quickly Create Custom Workflows - Set ‘trigger’ to start your workflow & ‘action’
to automate repetitive tasks between Salesforce & Clio
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Integrate Salesforce & Clio In 1 Click
And Save Time & Money Both
Integrately is 1 click integration platform for non-techies. It is the only platform with millions of ready-to-activate integrations! With Integrately, you can integrate Salesforce & Clio with 1100+ apps in the next few minutes, without any technical skills and zero learning curve. Just find your automation and activate it.
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You Can Also Connect Salesforce or Clio With 1100+ Other Apps
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.
See Salesforce 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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