Clio + LeadConnector
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.
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 Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Create Matter
Creates a new matter.
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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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