Act-On + Clio
Create Act-On contact lists from new Clio contacts
Easily keep your marketing lists up-to-date with this Clio and Act-On integration. Whenever a new contact is added in Clio, this workflow will automatically add them to a specified list in Act-On, ensuring your communication efforts are directed to the right audience without any manual effort on your part.
Easily keep your marketing lists up-to-date with this Clio and Act-On integration. Whenever a new contact is added in Clio, this workflow will automatically add them to a specified list in Act-On, ensuring your communication efforts are directed to the right audience without any manual effort on your part.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Add Contact to List
Adds a contact to a specific list.
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About Act-On
Act-On's growth marketing platform enables marketers to grow their business, deliver exceptional brand experiences, and drive customer engagement with their offerings across the customer life cycle-for every customer, every time.
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App Builder, CRM (Customer Relationship Management), Forms & Surveys, ZapierAbout Clio
Clio is a practice management platform that helps lawyers work more efficiently by making it easy to do tasks like tracking time, managing matters, and generating invoices.