Teamwork CRM + Clio Integration

Connect Teamwork CRM to Clio - Automate your workflows in 1-click

Make use of Teamwork CRM and Clio automations to centralize customer data, sync data across different platforms, automate lead nurturing, and improve sales funnels. Skip the manual back and forth! Easily automate the flow of data between Teamwork CRM & Clio using Integrately.
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Teamwork CRM + Clio Integration

Create Clio contact for new Teamwork 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 Teamwork CRM - Clio integration, anytime a new Teamwork 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.
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Teamwork CRM + Clio Integration
1.
  • Teamwork CRM
    Company is created in Teamwork CRM

    Triggers the automation whenever a new company is created

    Instant
  • Teamwork CRM
    Contact is created in Teamwork CRM

    Triggers the automation whenever a new contact is created

    Instant
  • Teamwork CRM
    Deal is created in Teamwork CRM

    Triggers the automation whenever a deal is created

    Instant
  • Teamwork CRM
    Deal is updated in Teamwork CRM

    Triggers the automation whenever a deal is updated

    Instant
  • Teamwork CRM
    Deal is deleted in Teamwork CRM

    Triggers the automation whenever a deal is deleted

    Instant
  • Teamwork CRM
    Activity is created in Teamwork CRM

    Triggers the automation whenever a new activity is created

    Instant
  • Teamwork CRM
    Activity is updated in Teamwork CRM

    Triggers the automation whenever an activity is updated

    Instant
  • Teamwork CRM
    Activity is deleted in Teamwork CRM

    Triggers the automation whenever any activity is deleted

    Instant
  • Teamwork CRM
    Note is created in Teamwork CRM

    Triggers the automation whenever a new note is created

    Instant
  • Teamwork CRM
    File is created in Teamwork CRM

    Triggers the automation whenever a particular action in the workflow fails

    Instant
  • Clio
    Contact is created in Clio

    Triggers the automation whenever a new contact is created

    Instant
  • Clio
    Task is created in Clio

    Triggers the automation whenever a new task is created

    Instant
  • Clio
    Matter is created in Clio

    Triggers the automation whenever a new matter is created

    Instant
  • Clio
    Communication is created in Clio

    Triggers the automation whenever a new communication is created

    Instant
  • Clio
    Bill state is updated in Clio

    Triggers the automation whenever a bill state has been updated

    Instant
  • Clio
    Task status has updated in Clio

    Triggers the automation whenever a Task status has been updated

    Instant
  • Clio
    Calendar entry is created in Clio

    Triggers the automation whenever a new calendar entry is created

    Instant
  • Clio
    Matter status has updated in Clio

    Triggers the automation whenever the status of a particular matter is updated

    Instant
  • Clio
    Matter note is created in Clio

    Triggers the automation whenever a new note is added to any matter

  • Clio
    Activity is created in Clio

    Triggers the automation whenever a new activity is created

    Instant
  • Clio
    New bill is created in Clio

    Triggers the automation whenever a new bill is raised

    Instant
  • Clio
    Document is created in Clio

    Triggers the automation whenever a new document is created

2.
  • Teamwork CRM
    Create deal in Teamwork CRM

    Automatically generates a new deal with

  • Teamwork CRM
    Search deal in Teamwork CRM

    Automatically retrieves and find a deal

  • Teamwork CRM
    Create contact in Teamwork CRM

    Automatically adds a new contact to the database

  • Teamwork CRM
    Search contact in Teamwork CRM

    Automatically finds and retrieves contact information

  • Teamwork CRM
    Create company in Teamwork CRM

    Automatically generates a new company profile with given details

  • Teamwork CRM
    Search company in Teamwork CRM

    Automatically find information about a company

  • Teamwork CRM
    Create note in Teamwork CRM

    Automatically creates a new note in the particular format

  • Teamwork CRM
    Create activity in Teamwork CRM

    Automatically generates a new activity or task

  • Teamwork CRM
    Search activity in Teamwork CRM

    Automatically retrieves search results based on particular criteria

  • Teamwork CRM
    Create pipeline in Teamwork CRM

    Automatically creates a new pipeline

  • Teamwork CRM
    Create stage in Teamwork CRM

    Automatically generates a new stage for the workflow

  • Teamwork CRM
    Search country in Teamwork CRM

    Automatically searches for a country

  • Teamwork CRM
    Search user in Teamwork CRM

    Automatically searches for a user

  • Teamwork CRM
    Create product in Teamwork CRM

    Automatically generates and launch new products

  • Teamwork CRM
    Search product in Teamwork CRM

    Automatically searches for a product

  • Clio
    Create person contact in Clio

    Automatically adds a new contact to the person database

  • Clio
    Update person contact in Clio

    Automatically updates contact information for a person

  • Clio
    Search person contact in Clio

    Automatically searches for a person contact

  • Clio
    Search contact by custom field in Clio

    Automatically locate and retrieve contacts using a custom field

  • Clio
    Create time entry (Activity) in Clio

    Automatically record and track time spent on a activity

  • Clio
    Update matter in Clio

    Automatically updates matter details with the latest information

  • Clio
    Create matter in Clio

    Automatically generates new matter

  • Clio
    Create matter note in Clio

    Automatically generates a note for new matters

  • Clio
    Create matter folder in Clio

    Automatically generates a folder for organizing matter

  • Clio
    Create calendar entry in Clio

    Automatically adds a new event to the calendar

  • Clio
    Search matter in Clio

    Automatically searches for a matter

  • Clio
    Create expense entry (Activity) in Clio

    Automatically record a new expense entry

  • Clio
    Search matter by custom field in Clio

    Automatically searches for a matter using a custom field

  • Clio
    Create company contact in Clio

    Automatically adds a new contact for a company into the company's contact list

  • Clio
    Update company contact in Clio

    Automatically updates contact information for company records

  • Clio
    Search company contact in Clio

    Automatically retrieves contact information for a company

  • Clio
    Search user in Clio

    Automatically searches for a user

  • Clio
    Search bill in Clio

    Automatically searches for a bill

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You Can Also Connect Teamwork CRM or Clio With 1200+ Other Apps

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Teamwork is a cloud-based platform that that allows you to plan, manage and track your sales process. It helps you convert leads into opportunities, opportunities into customers and customers into repeat buyers.

See Teamwork CRM Integrations
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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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