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AdRoll + Clio

Add new Clio activities to AdRoll crm audience as emails

Effortlessly maintain an up-to-date CRM audience with this seamless workflow. When a new activity occurs in Clio, it will instantly add an email to the CRM audience in AdRoll. Stay organized and ensure your marketing efforts reach the right people by streamlining this process.

Effortlessly maintain an up-to-date CRM audience with this seamless workflow. When a new activity occurs in Clio, it will instantly add an email to the CRM audience in AdRoll. Stay organized and ensure your marketing efforts reach the right people by streamlining this process.

  1. When this happens...
    ClioClio
    New Activity

    Triggers when a new activity is created.

    TriggerInstant
  2. automatically do this!
    AdRollAdRoll
    Add Email to CRM Audience

    Adds an email address to a CRM audience

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Clio triggers, actions, and search

    New Activity

    Triggers when a new activity is created.

    Trigger
    Instant
    Try It
  • Clio triggers, actions, and search

    Bill State Updated

    Triggers when the state of a bill has changed.

    Trigger
    Instant
    Try It
  • Clio triggers, actions, and search

    New Communication

    Triggers when a new communication is created.

    Trigger
    Instant
    Try It
  • Clio triggers, actions, and search

    New Calendar Entry

    Triggers when a new calendar entry is created.

    Trigger
    Instant
    Try It
    • Contact Type

    Trigger
    Instant
    Try It
adroll logo
adroll logo

About AdRoll

AdRoll helps you advertise to potential customers (website visitors or email addresses) and make them come to your site and convert!
Learn moreHelp

Related categories

  • Ads & Conversion
clio logo
clio logo

About 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.

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