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Clio + LeadOwl

Create LeadOwl leads from new Clio contacts effortlessly

Effortlessly bridge the gap between your Clio and LeadOwl platforms with this seamless automation. When you add a new contact in Clio, it triggers the creation of a lead in LeadOwl, ensuring that your sales team gets the information they need without any manual intervention. Streamline your client onboarding process and keep your sales pipeline updated with this efficient workflow.

Effortlessly bridge the gap between your Clio and LeadOwl platforms with this seamless automation. When you add a new contact in Clio, it triggers the creation of a lead in LeadOwl, ensuring that your sales team gets the information they need without any manual intervention. Streamline your client onboarding process and keep your sales pipeline updated with this efficient workflow.

  1. When this happens...
    ClioClio
    New Contact

    Triggers when a new contact is created.

    TriggerInstant
  2. automatically do this!
    LeadOwlLeadOwl
    Create Lead

    Triggers when authorizing LeadOwl.

    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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leadowl logo
leadowl logo

About LeadOwl

LeadOwl is a smart phone & web app that allows you and your team to connect funnels, get reminders, and follow up with prospects instantly.

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

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