Clio + Kommo
Add new Kommo leads to Clio as matter notes
Easily manage new leads from your Kommo app by creating matter notes in Clio with this efficient workflow. As soon as a new lead is added to Kommo, the automation quickly generates a corresponding matter note in Clio, keeping your legal cases up to date. Enhance organization and focus on your work by simplifying your lead management process.
Easily manage new leads from your Kommo app by creating matter notes in Clio with this efficient workflow. As soon as a new lead is added to Kommo, the automation quickly generates a corresponding matter note in Clio, keeping your legal cases up to date. Enhance organization and focus on your work by simplifying your lead management process.
- When this happens...New Lead
Triggers when a new lead is created.
- automatically do this!Create Matter Note
Creates a new matter note.
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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 Kommo
Kommo is a messaging-powered CRM that helps you engage with your customers on a whole new level. It's a versatile, cloud-based sales automation tool that enables you to manage leads and monitor your sales pipeline in only a few clicks.
