Clio + noCRM.io
Create noCRM.io leads from new Clio activities
Streamline your sales process effortlessly with this Clio and noCRM.io workflow. When a new activity occurs in Clio, a lead is instantly created in noCRM.io, ensuring potential clients are engaged and nurtured promptly. Save time and stay organized with seamless client information transfer between the two platforms.
Streamline your sales process effortlessly with this Clio and noCRM.io workflow. When a new activity occurs in Clio, a lead is instantly created in noCRM.io, ensuring potential clients are engaged and nurtured promptly. Save time and stay organized with seamless client information transfer between the two platforms.
- When this happens...New Activity
Triggers when a new activity is created.
- automatically do this!Create Lead
Creates a 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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Zapier Interfaces
App Builder, CRM (Customer Relationship Management), Forms & Surveys, ZapierAbout noCRM.io
noCRM.io helps you to track and close deals without wasting time filling out forms. Boost productivity and manage your sales cycle from end-to-end