Capsule CRM + Clio
Update Clio company contacts when new or updated Capsule CRM contacts are detected
Effortlessly keep your Capsule CRM and Clio contacts updated with this streamlined workflow. Whenever a new or updated contact is made in Capsule CRM, their details will be updated within the corresponding company contact in Clio. Save time and minimize manual data entry errors by automating this process.
Effortlessly keep your Capsule CRM and Clio contacts updated with this streamlined workflow. Whenever a new or updated contact is made in Capsule CRM, their details will be updated within the corresponding company contact in Clio. Save time and minimize manual data entry errors by automating this process.
- When this happens...New or Updated Contact
Triggers when a given action is performed on a Person or Organisation.
- automatically do this!Update Company Contact
Updates an existing company contact.
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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.
