When Contact is created in Clio, create Contact in Solve CRM
When Contact is created in Clio, create Contact in Solve CRM
Solve CRM + Clio Integration
Connect Solve CRM to Clio in 1 click
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Popular Solve CRM + Clio Workflows
Create Clio contact for new Solve CRM 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 Solve CRM - Clio integration, anytime a new Solve CRM 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 Solve CRM - Clio integration, anytime a new Solve CRM 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.
Create Clio company for new Solve CRM company
Solve CRM + Clio Integration
When Contact is created in Solve CRM > Check condition > Create person contact in Clio
Solve CRM + Clio Integration
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Solve provides a powerful solution to manage and scale customer service teams. From scheduling calls to sharing notes and documents, it eliminates the need for multiple tools while increasing efficiency and team workflows.
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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.
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