Clio + Meetime
Start new Meetime prospections for updated Clio activities
Stay on top of your client activities and streamline your prospecting process with this workflow. When a new activity occurs in Clio, it will trigger the creation of a new prospection in Meetime. This way, you can efficiently manage tasks associated with new contacts and opportunities, saving time and increasing productivity.
Stay on top of your client activities and streamline your prospecting process with this workflow. When a new activity occurs in Clio, it will trigger the creation of a new prospection in Meetime. This way, you can efficiently manage tasks associated with new contacts and opportunities, saving time and increasing productivity.
- When this happens...New Activity
Triggers when a new activity is created.
- automatically do this!Start a New Prospection
Starts a new prospection with an existing/new lead
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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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App Builder, CRM (Customer Relationship Management), Forms & Surveys, ZapierAbout Meetime
Meetime Inside Sales Platform.
With Meetime you can create Workflows for sales prospects. Meetime organizes the activities of your sales development representatives based on the cadences you set up, according to the type of clients you want to reach. We also integrate with your CRM to keep your data always on sync.