Clio + LeadConnector
Clio + LeadConnector
Clio + LeadConnector integrations
Create new matters in Clio when pipeline stages change in LeadConnector
Once a lead advances in your Pipeline Stage in LeadConnector, let this workflow do the work of managing your cases in Clio. It will create a new Matter in Clio each time a Pipeline Stage change occurs in LeadConnector. This saves you from manual data entry, ensuring that every advancement in your lead pipeline is instantly mirrored in your legal case management system. Get your CRM and case management seamlessly connected for optimal efficiency.
- When this happens...Pipeline Stage ChangedTriggers when the pipeline stage was updated for an opportunity.
- automatically do this!Create MatterCreates a new matter.
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More things you can do with LeadConnector and Clio
Discover other triggers and actions you can use with LeadConnector and Clio
- In PipelineRequired
- Moved to Stage
Try ItTriggerInstant- First 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
ActionWrite- Phone Number
- Email
- First Name
- Last Name
- Full Name
ActionWrite- New Activity
Triggers when a new activity is created.
Try ItTriggerInstant
- 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
ActionWrite- 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)
ActionWrite- 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
ActionWrite- New Bill
Triggers when a new bill is created.
Try ItTriggerInstant
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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About LeadConnector
LeadConnector is a platform for marketing agencies to manage marketing automation to customer communications and beyond.
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Related Zap Templates
- Create person contacts in Clio when pipeline stages change in LeadConnector
- Create LeadConnector contacts for new Clio activities
- Add new Clio contacts to LeadConnector campaigns as leads
- Create and manage tasks in LeadConnector for new Clio activities
- Add new Clio matters to LeadConnector as updated contacts