Create Clio company for new Sellsy company
Sellsy + Clio Integration
Clio + Sellsy Integration
Connect Clio to Sellsy in 1 click
Free forever.Use premium features free for 14 days.1.
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
Contact is created in Sellsy Instant- Contact is updated in Sellsy Instant
- Opportunity is created in Sellsy Instant
- Opportunity status is changed in Sellsy Instant
- Task is updated in Sellsy Instant
- Task is deleted in Sellsy Instant
- Task is created in Sellsy Instant
- Company is created in Sellsy Instant
- Company is updated in Sellsy Instant
2.
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Ready Workflows for Clio + Sellsy Integration
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Most popular automations
Create Clio contact for new Sellsy contact
CRMs are designed to help businesses manage their customer data. By tracking customer interactions, CRMs can help businesses identify trends and optimize their marketing and sales efforts.
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 Sellsy - Clio integration, anytime a new Sellsy contact 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.
See moreHowever, 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 Sellsy - Clio integration, anytime a new Sellsy contact 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.
When Contact is created in Sellsy > Check condition > Create person contact in Clio
Sellsy + Clio Integration
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Top 10 Most Popular Clio Automations from
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Create Clio contact for new Zoho Creator record
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Create Clio contact for new Bubble data thing
Create Clio contact for new PostgreSQL row
Create Clio contact for new MySQL row
Top 10 Most Popular Sellsy Automations from
Integrately Community
Most popular
01
Create Freshdesk user for new Sellsy contact
02
Create an opportunity in Sellsy for Email is clicked in Lemlist
03
Add recipient to unsubscribe list in Lemlist for Opportunity is created in Sellsy
04
Send ClickSend SMS message for new Sellsy task
05
Send Twilio sms for new Sellsy task
Most popular
01
Create Freshdesk user for new Sellsy contact
02
Create an opportunity in Sellsy for Email is clicked in Lemlist
03
Add recipient to unsubscribe list in Lemlist for Opportunity is created in Sellsy
04
Send ClickSend SMS message for new Sellsy task
05
Send Twilio sms for new Sellsy task
06
Send WATI message for new Sellsy task
07
Send WA Toolbox message for new Sellsy task
08
Send sms77 message for new Sellsy task
09
Send Picky Assist message for new Sellsy task
10
Send Vonage SMS API message for new Sellsy task
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You Can Also Connect Clio or Sellsy 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.
Sellsy
Sellsy tracks customer activity for all your products across multiple channels so its easy to view, analyze and take action on what works.
