Popular Sarbacane + Clio Workflows
Create Clio contact for new Sarbacane contact
For example, if one tool is better suited for reaching customers in a certain geographic region, while another is better for reaching customers of a certain age group, using both can help businesses reach their target market more effectively.
Integration of your new Clio contact and Sarbacane contact can help make sure that your messages are coordinated and that you're taking full advantage of all your channels. It can also help reduce the amount of time you spend managing different tools and platforms.
Update Clio company for new Sarbacane contact
Create Clio company for new Sarbacane contact
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Sarbacane is a marketing automation platform that makes it easy to create, manage and measure marketing campaigns using your sales data. The platform also enables you to easily set up trigger-based actions based on different events.
See Sarbacane 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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