Clio + LeadConnector
Create LeadConnector contacts for new Clio activities
Easily manage your contacts between Clio and LeadConnector with this efficient workflow. When there's new activity in Clio, it will seamlessly add or update the contact in LeadConnector, ensuring your client information is always up-to-date. Say goodbye to manual updates and enjoy a streamlined contact management process.
Easily manage your contacts between Clio and LeadConnector with this efficient workflow. When there's new activity in Clio, it will seamlessly add or update the contact in LeadConnector, ensuring your client information is always up-to-date. Say goodbye to manual updates and enjoy a streamlined contact management process.
- When this happens...New Activity
Triggers when a new activity is created.
- automatically do this!Add/Update Contact
Adds or updates an existing contact.
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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 LeadConnector
LeadConnector is a platform for marketing agencies to manage marketing automation to customer communications and beyond.