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Create Clio contact for new Zengine record
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 Zengine - Clio integration, anytime a new Zengine record 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 New record is created in Zengine > Check condition > Create person contact in Clio
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Zengine delivers customized, end-to-end solutions to solve mission critical problems for our clients. We aim to help non-profits and government entities run their programs better with less effort and more impact.
See Zengine 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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