Clio + LeadConnector
Create person contacts in Clio when pipeline stages change in LeadConnector
Simplify your sales process with this seamless workflow. Whenever there's a change in any stage of your LeadConnector pipeline, a corresponding new person contact gets created in your Clio system. This accurate reflection ensures consistency across your legal management tasks, saving precious time and enhancing accuracy. Ideal for legal and sales teams aspiring to streamline operations.
Simplify your sales process with this seamless workflow. Whenever there's a change in any stage of your LeadConnector pipeline, a corresponding new person contact gets created in your Clio system. This accurate reflection ensures consistency across your legal management tasks, saving precious time and enhancing accuracy. Ideal for legal and sales teams aspiring to streamline operations.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Create Person Contact
Creates a person contact.
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In PipelineRequired
Moved to Stage
Try ItFirst Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Country
Postal Code
Tags (comma delimited string for multiple tags)
Source
Mark as LeadRequired
Notes
Select PipelineRequired
Select StageRequired
Assign to User
Phone Number
Email
First Name
Last Name
Full Name
New Activity
Triggers when a new activity is created.
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First Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Postal Code
Tags (comma delimited string for multiple tags)
Source
Mark as LeadRequired
Notes
Business Name
Country
Date of Birth
Workflow IDRequired
First Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Postal Code
Tags (comma delimited string for multiple tags)
Source
Lead Source
Notes
Event Time (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
Assign to User
Task TitleRequired
Task DescriptionRequired
Due Date (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
First Name
Last Name
Contact Phone
Contact Email
New Bill
Triggers when a new bill is created.
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