Clio + eWay-CRM
Create eWay-CRM deals for new Clio activities
Effortlessly keep your CRM up to date with this efficient workflow between Clio and eWay-CRM. Whenever there's a new activity in Clio, this automation will instantly create a deal in eWay-CRM, ensuring that your sales pipeline is always current and organized. Streamline your processes and never miss an opportunity again.
Effortlessly keep your CRM up to date with this efficient workflow between Clio and eWay-CRM. Whenever there's a new activity in Clio, this automation will instantly create a deal in eWay-CRM, ensuring that your sales pipeline is always current and organized. Streamline your processes and never miss an opportunity again.
- When this happens...New Activity
Triggers when a new activity is created.
- automatically do this!Save a Deal
Creates a new deal or edits an existing one.
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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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Zapier Interfaces
App Builder, CRM (Customer Relationship Management), Forms & Surveys, ZapierAbout eWay-CRM
eWay-CRM is a CRM software embedded right into Microsoft Outlook. It helps companies all around the world efficiently manage contacts, customers, deals, projects, and marketing campaigns.