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Clio + LeadConnector

Add new Clio matters to LeadConnector campaign as leads

Streamline your legal practice operations using this automation. Whenever a new matter arises in Clio, it instantly adds a lead to a campaign in LeadConnector. This efficient workflow ensures you never miss a potential client and enhances your marketing efforts, saving you valuable time.

Streamline your legal practice operations using this automation. Whenever a new matter arises in Clio, it instantly adds a lead to a campaign in LeadConnector. This efficient workflow ensures you never miss a potential client and enhances your marketing efforts, saving you valuable time.

  1. When this happens...
    ClioClio
    New Matter

    Triggers when a new matter is created.

    TriggerInstant
  2. automatically do this!
    LeadConnectorLeadConnector
    Add Lead to Campaign

    Adds a lead to an existing campaign.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Clio triggers, actions, and search

    New Activity

    Triggers when a new activity is created.

    Trigger
    Instant
    Try It
  • Clio triggers, actions, and search

    Bill State Updated

    Triggers when the state of a bill has changed.

    Trigger
    Instant
    Try It
  • Clio triggers, actions, and search

    New Communication

    Triggers when a new communication is created.

    Trigger
    Instant
    Try It
  • Clio triggers, actions, and search

    New Calendar Entry

    Triggers when a new calendar entry is created.

    Trigger
    Instant
    Try It
    • Contact Type

    Trigger
    Instant
    Try It
clio logo
clio logo

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.
Learn moreHelp

Related categories

  • CRM (Customer Relationship Management)

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leadconnector logo
leadconnector logo

About LeadConnector

LeadConnector is a platform for marketing agencies to manage marketing automation to customer communications and beyond.

Related categories

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier