The Course Creator's Kit + Clio Integration

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The Course Creator's Kit + Clio Integration

Create Clio contact from new The Course Creator's Kit order

As an online store owner, you're likely using The Course Creator's Kit to manage your sales. And if you're like most business owners, you also use a customer relationship management (CRM) tool to keep track of your customers' contact information.

But did you know that you can easily integrate The Course Creator's Kit with Clio? This integration will allow you to automatically create a contact for each new order in Clio.

Not only will this save you time, but it will also ensure that your customer data is always up-to-date.
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The Course Creator's Kit + Clio Integration

Create Clio contact for new The Course Creator's Kit form submission

When someone completes your The Course Creator's Kit, a new contact is automatically created in your Clio. This way, you can quickly follow up with the form submission and turn them into a customer!

Plus, all of the information from the The Course Creator's Kit is automatically populated in the new contact, so you don't have to waste time manually entering data. Thus, having a The Course Creator's Kit - Clio integration set up makes it easy to manage your customer relationships and grow your business.
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The Course Creator's Kit + Clio Integration

Create Clio contact for new The Course Creator's Kit contact

There are many reasons why someone might choose to use two different marketing tools. One common reason is - the ability to reach a wider audience.

For example, if one tool is better suited for reaching customers in a certain geographic region, while another is better for reaching customers of a certain age group, using both can help businesses reach their target market more effectively.

Integration of your new Clio contact and The Course Creator's Kit contact can help make sure that your messages are coordinated and that you're taking full advantage of all your channels. It can also help reduce the amount of time you spend managing different tools and platforms.
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The Course Creator's Kit + Clio Integration
1.
  • The Course Creator's Kit
    Order is created in The Course Creator's Kit Instant
  • The Course Creator's Kit
    Order is updated in The Course Creator's Kit Instant
  • The Course Creator's Kit
    Booking is created in The Course Creator's Kit Instant
  • The Course Creator's Kit
    Product is created in The Course Creator's Kit Instant
  • The Course Creator's Kit
    Product is updated in The Course Creator's Kit Instant
  • The Course Creator's Kit
    Contact is created or updated in The Course Creator's Kit Instant
  • The Course Creator's Kit
    Form response is created in The Course Creator's Kit Instant
  • Clio
    Contact is created in Clio Instant
  • Clio
    Task is created in Clio Instant
  • Clio
    Matter is created in Clio Instant
  • Clio
    Communication is created in Clio Instant
  • Clio
    Bill state is updated in Clio Instant
  • Clio
    Task status has updated in Clio Instant
  • Clio
    Calendar entry is created in Clio Instant
  • Clio
    Matter status has updated in Clio Instant
  • Clio
    Matter note is created in Clio
  • Clio
    Activity is created in Clio Instant
  • Clio
    New bill is created in Clio Instant
  • Clio
    Document is created in Clio
2.
  • The Course Creator's Kit
    Update contact in The Course Creator's Kit
  • The Course Creator's Kit
    Create product in The Course Creator's Kit
  • The Course Creator's Kit
    Search contact in The Course Creator's Kit
  • The Course Creator's Kit
    Delete contact in The Course Creator's Kit
  • The Course Creator's Kit
    Create contact in The Course Creator's Kit
  • The Course Creator's Kit
    Update product in The Course Creator's Kit
  • The Course Creator's Kit
    Search product in The Course Creator's Kit
  • The Course Creator's Kit
    Create member in The Course Creator's Kit
  • The Course Creator's Kit
    Delete member in The Course Creator's Kit
  • The Course Creator's Kit
    Create member group in The Course Creator's Kit
  • The Course Creator's Kit
    Update member group in The Course Creator's Kit
  • The Course Creator's Kit
    Delete member group in The Course Creator's Kit
  • Clio
    Search task by name in Clio
  • Clio
    Assign task template list to matter in Clio
  • Clio
    Upload document in Clio
  • Clio
    Update task in Clio
  • Clio
    Create communication in Clio
  • Clio
    Create task in Clio
  • Clio
    Create person contact in Clio
  • Clio
    Update person contact in Clio
  • Clio
    Search person contact in Clio
  • Clio
    Search contact by custom field in Clio
  • Clio
    Create time entry (Activity) in Clio
  • Clio
    Update matter in Clio
  • Clio
    Create matter in Clio
  • Clio
    Create matter note in Clio
  • Clio
    Create matter folder in Clio
  • Clio
    Create calendar entry in Clio
  • Clio
    Search matter in Clio
  • Clio
    Create expense entry (Activity) in Clio
  • Clio
    Search matter by custom field in Clio
  • Clio
    Create company contact in Clio
  • Clio
    Update company contact in Clio
  • Clio
    Search company contact in Clio
  • Clio
    Search user in Clio
  • Clio
    Search bill in Clio
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