Capsule CRM + Clio
Create tags for new Clio contacts in Capsule CRM entities
Efficiently manage your contacts between Clio and Capsule CRM with this seamless workflow. When a new contact is created in Clio, this automation will promptly add the contact to Capsule CRM, keeping your CRM organized and ensuring all relevant information stays up-to-date without needing any manual effort on your part.
Efficiently manage your contacts between Clio and Capsule CRM with this seamless workflow. When a new contact is created in Clio, this automation will promptly add the contact to Capsule CRM, keeping your CRM organized and ensuring all relevant information stays up-to-date without needing any manual effort on your part.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Add Tag to Entity
Adds a Tag to an Entity.
- Free forever for core features
- 14 day trial for premium features & apps
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.
Related categories
Similar apps
Highrise
CRM (Customer Relationship Management)
Streak
CRM (Customer Relationship Management)
Insightly
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.
