Clio + Google Sheets
Create person contacts in Clio from new or updated spreadsheet rows in Google Sheets team drive
Maintain a well-organized contact management system with this setup, which springs into action with every New or Updated Spreadsheet Row (Team Drive) in Google Sheets, promptly creating a corresponding Person Contact in Clio. Say goodbye to repeated, manual data-entry and ensure your Clio contacts remain in harmony with your Google Sheets updates. Witness a remarkable boost in productivity as you effortlessly keep your contact data well aligned with this workflow.
Maintain a well-organized contact management system with this setup, which springs into action with every New or Updated Spreadsheet Row (Team Drive) in Google Sheets, promptly creating a corresponding Person Contact in Clio. Say goodbye to repeated, manual data-entry and ensure your Clio contacts remain in harmony with your Google Sheets updates. Witness a remarkable boost in productivity as you effortlessly keep your contact data well aligned with this workflow.
- When this happens...New or Updated Spreadsheet Row (Team Drive)
Triggered when a new row is added or modified in a spreadsheet - works best with Team Drives.
- automatically do this!Create Person Contact
Creates a person contact.
- Free forever for core features
- 14 day trial for premium features & apps
