Clio + Salesforce Integration

Connect Clio to Salesforce in 1 click

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Contact is created in Clio Instant
Task is created in Clio Instant
Matter is created in Clio Instant
Communication is created in Clio Instant
Bill state is updated in Clio Instant
Task status has updated in Clio Instant
Calendar entry is created in Clio Instant
Matter status has updated in Clio Instant
Matter note is created in Clio
Activity is created in Clio Instant
New bill is created in Clio Instant
Document is created in Clio
Record is created in Salesforce
Record is updated in Salesforce
Field is updated on record in Salesforce
Lead is created in Salesforce
Lead is updated in Salesforce
Opportunity is created in Salesforce
Opportunity is updated in Salesforce
Task is created in Salesforce
Task is updated in Salesforce
Contact is updated in Salesforce
Contact is created in Salesforce
Account is created in Salesforce
Account is updated in Salesforce
Outbound message is received in Salesforce Instant
Case is created in Salesforce
Case is updated in Salesforce
Quote is created in Salesforce
Quote is updated in Salesforce

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Ready Workflows for Clio + Salesforce Integration

Just click on the workflow you want to automate

Create Clio contact for new Salesforce record

Automatically creating Clio contact records for new Salesforce record entries is a huge time-saver! This way, you can be sure that your data is always accurate and complete. Plus, it saves you time and effort by eliminating the need to manually enter data into both systems.

Also, it's one less thing for you to have to remember to do manually. Win-win!

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Create Clio company for new Salesforce record

Salesforce + Clio Integration

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Create Clio company for new Salesforce account

Salesforce + Clio Integration

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Create Salesforce Opportunity from new Clio Contact

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When Contact is created in Clio, create Contact in Salesforce

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When Contact is created in Clio, create Task in Salesforce

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When Contact is created in Clio, create Record in Salesforce

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

Salesforce + Clio Integration

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

Salesforce + Clio Integration

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

Salesforce + Clio Integration

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Our team can create automations for you... At no extra cost!

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Top 10 Most Popular Clio Automations from
Integrately Community

Just click on the workflow you want to automate

Create Clio contact for new Microsoft Excel row

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Create Clio contact for new Eventbrite order

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Create Clio contact for new MemberPress member

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Create Clio contact for new Google Sheets row

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Create Clio contact for new CompanyHub record

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Create Clio contact for new Microsoft Excel row

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Create Clio contact for new Eventbrite order

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Create Clio contact for new MemberPress member

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Create Clio contact for new Google Sheets row

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Create Clio contact for new CompanyHub record

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Create Clio contact for new Zoho Creator record

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Create Clio contact for new EasyCSV data

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Create Clio contact for new Bubble data thing

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Create Clio contact for new PostgreSQL row

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Create Clio contact for new MySQL row

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Create Clio contact for new Zoho Creator record

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Create Clio contact for new EasyCSV data

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Create Clio contact for new Bubble data thing

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Create Clio contact for new PostgreSQL row

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Create Clio contact for new MySQL row

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Top 10 Most Popular Salesforce Automations from
Integrately Community

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Connect Clio + Salesforce Now

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Price Comparison with Popular Alternatives

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750 Tasks

in $19.⁹⁹

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2,000 Tasks

in $19.⁹⁹

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Connect Clio + Salesforce Now

In Just 1 Click!

How to connect Clio with third-party apps : 19 must-have integrations

Optimize client and matter management with the top 19 Clio integrations. Improve your legal business operations and enhance productivity effectively.

How to integrate Salesforce to your apps: 10 most-used Salesforce integrations

Improve business efficiency and optimize workflows with top Salesforce integrations. Enhance operations and boost productivity seamlessly.

Want to automate something else in your workflow?

You Can Also Connect Clio or Salesforce With 1400+ Other Apps

Clio

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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