Send WATI Message for new Clio Contact
Send WATI Message for new Clio Contact
Clio + WATI Integration
Connect Clio to WATI in 1 click
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Popular Clio + WATI Workflows
When Contact is created in Clio, create Contact in WATI
When Contact is created in Clio, create Contact in WATI
Send WATI Message for new Clio Task
Send WATI Message for new Clio Task
Create Clio contact for new WATI 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 WATI - Clio integration, anytime a new WATI 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 WATI - Clio integration, anytime a new WATI 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 WATI > Check condition > Create person contact in Clio
WATI + 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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WATI is a Customer Communication Platform on WhatsApp. The technology enables brands to manage their customer experience, connect with millions of customers on WhatsApp and automate their business processes.
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