When Contact is created in Clio, create Contact in SWELLEnterprise
When Contact is created in Clio, create Contact in SWELLEnterprise
Clio + SWELLEnterprise Integration
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Popular Clio + SWELLEnterprise Workflows
Create Clio contact for new SWELLEnterprise 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 SWELLEnterprise - Clio integration, anytime a new SWELLEnterprise 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 SWELLEnterprise - Clio integration, anytime a new SWELLEnterprise 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 SWELLEnterprise company
SWELLEnterprise + Clio Integration
When Lead is created in SWELLEnterprise > Check condition > Create person contact in Clio
SWELLEnterprise + Clio Integration
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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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Manage your entire business, from accounting to sales and marketing in one platform. Get real-time insights on all your data and use SWELLEnterprise's powerful workflow tools to organize and automate it for you.
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