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Brevo + Clio

Brevo + Clio

Brevo + Clio integrations

Add or update Brevo contacts every time new Clio matters occur

Manage your Clio and Brevo contacts efficiently with this automatic update process. Whenever a new matter crops up in Clio, this sparks an immediate addition or modification of the corresponding contact in the Brevo app. You'll maintain contact information consistency across both platforms, enhance your productivity, and reduce manual effort, all in one quick process.

  1. When this happens...
    New Matter
    New Matter
    New MatterTriggers when a new matter is created.
  2. automatically do this!
    (Deprecated) Add or Update Contact
    (Deprecated) Add or Update Contact
    (Deprecated) Add or Update ContactThis action is deprecated, use "Contact Create or Update" instead. Adds or updates a contact.
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More things you can do with Clio and Brevo

Discover other triggers and actions you can use with Clio and Brevo

  • 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
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About Brevo
Brevo is the leading CRM suite designed to cultivate long-term customer relationships and help businesses grow.
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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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