Create Clio company for new Streak company
Streak + Clio Integration
Clio + Streak Integration
Connect Clio to Streak 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 Streak Instant- Contact is updated in Streak Instant
- Box is created in Streak Instant
- Box stage is changed in Streak Instant
- Box is updated in Streak Instant
- Box is moved between pipelines in Streak Instant
- Meeting note or call log is created in Streak Instant
- Task is created in Streak Instant
- Task is due in Streak Instant
- Task is completed in Streak Instant
- Organization is created in Streak Instant
- Organization is updated in Streak Instant
- Comment is added to box in Streak Instant
2.
Trusted by experts at...
Ready Workflows for Clio + Streak Integration
Just click on the workflow you want to automate
Most popular automations
When Contact is created in Clio, create Contact in Streak
When Contact is created in Clio, create Contact in Streak
When Contact is created in Clio, create Task in Streak
When Contact is created in Clio, create Task in Streak
Create Clio contact for new Streak 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 Streak - Clio integration, anytime a new Streak 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 Streak - Clio integration, anytime a new Streak 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 Streak > Check condition > Create person contact in Clio
Streak + Clio Integration
- 1of1
Did you know?
Our team can create automations for you... At no extra cost!
Tell us what type of automation you want to make?
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
Create Clio contact for new Eventbrite order
Create Clio contact for new MemberPress member
Create Clio contact for new Google Sheets row
Create Clio contact for new CompanyHub record
Create Clio contact for new Microsoft Excel row
Create Clio contact for new Eventbrite order
Create Clio contact for new MemberPress member
Create Clio contact for new Google Sheets row
Create Clio contact for new CompanyHub record
Create Clio contact for new Zoho Creator record
Create Clio contact for new EasyCSV data
Create Clio contact for new Bubble data thing
Create Clio contact for new PostgreSQL row
Create Clio contact for new MySQL row
Create Clio contact for new Zoho Creator record
Create Clio contact for new EasyCSV data
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 Streak Automations from
Integrately Community
Most popular
01
Create Google Calendar event for new Streak task
02
Create Streak task for new Microsoft Outlook event
03
Create Streak contact for new Notion database item
04
Create ClickUp task for updated Streak contact
05
Create Streak contact for new Elementor Forms form submission
Most popular
01
Create Google Calendar event for new Streak task
02
Create Streak task for new Microsoft Outlook event
03
Create Streak contact for new Notion database item
04
Create ClickUp task for updated Streak contact
05
Create Streak contact for new Elementor Forms form submission
06
Send Microsoft Office 365 message for new Streak task
07
Send WhatsApp message for new Streak task
08
Create Microsoft To-Do task for new Streak task
09
Create Streak task for new TidyCal event
10
Create Streak contact for new Marquiz lead
How Integrately Works?
1
Select Automation
2
Connect Accounts
3
Automation is ready
Connect Clio + Streak Now 
In Just 1 Click!
Price Comparison with Popular Alternatives
Popular Alternative
😐
750 Tasks
in $19.99
Integrately
😍
2,000 Tasks
in $19.99
Trusted by 42,000+ Customers
Highest Rated Integration Platform on G2
P
ProductHunt
Most upvoted product of the month
Connect Clio + Streak Now
In Just 1 Click!
Want to automate something else in your workflow?
You Can Also Connect Clio or Streak 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.
Streak
Streak provides a simple, efficient and intuitive solution for sales teams to track leads and manage their sales process without having to rely on email or outside applications.
