Clio + IRIS CRM
Create IRIS CRM leads from new Clio activities
Effortlessly manage your sales pipeline by integrating Clio and IRIS CRM. With this automation, whenever a new activity occurs in Clio, a lead is created in IRIS CRM, streamlining your lead generation process and ensuring your sales team always has access to up-to-date information.
Effortlessly manage your sales pipeline by integrating Clio and IRIS CRM. With this automation, whenever a new activity occurs in Clio, a lead is created in IRIS CRM, streamlining your lead generation process and ensuring your sales team always has access to up-to-date information.
- When this happens...New Activity
Triggers when a new activity is created.
- automatically do this!Create New Lead
Create a new lead.
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- 14 day trial for premium features & apps
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 IRIS CRM
IRIS CRM is a payments platform for tracking leads, merchants and calculating residuals for processors such as First Data, TSYS and WorldPay.