Clio + Alfred
Add new Clio activities to Alfred campaigns as leads
Effortlessly manage your client outreach by connecting Clio and Alfred. With this workflow, every time a new activity is logged in Clio, a lead will be added to a campaign in Alfred. Stay organized and streamline your marketing efforts by having all your leads and campaigns in one place.
Effortlessly manage your client outreach by connecting Clio and Alfred. With this workflow, every time a new activity is logged in Clio, a lead will be added to a campaign in Alfred. Stay organized and streamline your marketing efforts by having all your leads and campaigns in one place.
- When this happens...New Activity
Triggers when a new activity is created.
- automatically do this!Add Lead to Campaign
Adds lead(s) to campaign
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- 14 day trial for premium features & apps
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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Zapier Interfaces
App Builder, CRM (Customer Relationship Management), Forms & Surveys, ZapierAbout Alfred
Alfred is an automation software & CRM for Linkedin and Gmail.