Clio

Clio + Freshsales Integrations

In a matter of minutes and without a single line of code, Zapier allows you to connect Clio and Freshsales, with as many as 168 possible integrations. Are you ready to find your productivity superpowers?

It's easy to connect Clio + Freshsales and requires absolutely zero coding experience—the only limit is your own imagination.

When this happens...
then do this!
New Task

Triggers when a new task is created.

Create Task

Creates a new task.

New Matter

Triggers when a new matter is created.

Create Matter

Creates a new matter.

New Contact

Triggers when a new contact is created.

Create Person Contact

Creates a person contact.

New Deal

Triggers when a new deal is created.

Create Lead

Creates a new lead.

New Contact

Triggers when a new contact is created.

Create Deal

Creates a new deal.

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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.

Freshsales is an online, cloud-based CRM with Integrated phone and email, User behavior tracking, Lead scoring and more.

See Freshsales Integrations