Capsule CRM + Clio
Create new Capsule CRM contacts from Clio activities
Effortlessly maintain your contact list by connecting Clio to Capsule CRM. With this workflow, each time there's a new activity in Clio, a contact will be created in Capsule CRM, ensuring your CRM stays up-to-date and comprehensive. Streamline your processes and save time on manual data entry with this seamless automation.
Effortlessly maintain your contact list by connecting Clio to Capsule CRM. With this workflow, each time there's a new activity in Clio, a contact will be created in Capsule CRM, ensuring your CRM stays up-to-date and comprehensive. Streamline your processes and save time on manual data entry with this seamless automation.
- When this happens...New Activity
Triggers when a new activity is created.
- automatically do this!Create Contact
Creates a new Person or Organisation.
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About Capsule CRM
Capsule is an online CRM for managing contacts, tasks and sales opportunities. Add tasks, track communication logs, and close deals in your pipeline faster with Capsule.
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CRM (Customer Relationship Management)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.
