Clio + Microsoft Excel
Create spreadsheets in Microsoft Excel for new contacts in Clio
Streamline your data entry process with this efficient workflow. When a new contact is added in Clio, it triggers the creation of a new spreadsheet in Microsoft Excel. This serves as a time-saving solution, ensuring all your contact information is promptly recorded and easily accessible within Excel, without the need for manual entry.
Streamline your data entry process with this efficient workflow. When a new contact is added in Clio, it triggers the creation of a new spreadsheet in Microsoft Excel. This serves as a time-saving solution, ensuring all your contact information is promptly recorded and easily accessible within Excel, without the need for manual entry.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create Spreadsheet
Creates a new spreadsheet
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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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App Builder, CRM (Customer Relationship Management), Forms & Surveys, ZapierAbout Microsoft Excel
Microsoft's Excel is a spreadsheet application used by millions of users across the world. It is part of the Office ecosystem and is considered the industry standard for spreadsheets.
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