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Clio + Leadpages

Create new Clio company contacts from Leadpages form submissions

Easily manage leads and streamline your client intake process with this workflow. When you receive a new form submission in Leadpages, it will create a company contact in Clio. Stay organized and save time by eliminating the need for manual data entry, so you can focus on helping your clients and growing your business.

Easily manage leads and streamline your client intake process with this workflow. When you receive a new form submission in Leadpages, it will create a company contact in Clio. Stay organized and save time by eliminating the need for manual data entry, so you can focus on helping your clients and growing your business.

  1. When this happens...
    LeadpagesLeadpages
    New Form Submission

    Triggers when a visitor submits a form on a page.

    TriggerInstant
  2. automatically do this!
    ClioClio
    Create Company Contact

    Creates a company contact.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • FormRequired

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

    New Bill

    Triggers when a new bill 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 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
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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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leadpages logo
leadpages logo

About Leadpages

Leadpages lets you build beautiful, high-converting landing pages, sign-up forms, and other conversion assets.

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