Popular Vtiger CRM + Clio Workflows
When Contact is created in Clio, create to do in Vtiger CRM
Create Clio contact for new Vtiger CRM contact
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 Vtiger CRM - Clio integration, anytime a new Vtiger 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 Vtiger CRM account
When Contact is created/updated in Vtiger CRM > Check condition > Create person contact in Clio
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Easily manage your sales, marketing and customer support with Vtiger CRM. Reach out to leads in no time, convert prospects into customers and help customers achieve their goals with this easy-to-use solution.
See Vtiger CRM IntegrationsClio 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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