CallRail + Clio
Start new person contact in Clio when phone calls start in CallRail
Start a seamless workflow when a phone call begins in CallRail, by directly creating a new person contact in your Clio management system. This automation ensures every caller is efficiently logged in your system for easy access and reference. Perfect for law firms, this process streamlines client intake and helps you stay organized.
Start a seamless workflow when a phone call begins in CallRail, by directly creating a new person contact in your Clio management system. This automation ensures every caller is efficiently logged in your system for easy access and reference. Perfect for law firms, this process streamlines client intake and helps you stay organized.
- When this happens...Phone Call Started
Triggers when an inbound phone call is started.
- automatically do this!Create Person Contact
Creates a person contact.
- Free forever for core features
- 14 day trial for premium features & apps
About CallRail
CallRail is an analytics platform designed for those who rely on quality calls and inbound leads to measure success.
Related categories
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.
