Clio + PersistIQ
Add new Clio contacts to PersistIQ as prospects
Effortlessly manage your sales process by connecting Clio and PersistIQ. With this workflow, every time you add a new contact in Clio, a prospect is created in PersistIQ. Save time and ensure your sales team always has up-to-date information by streamlining the transfer of contact details between both platforms.
Effortlessly manage your sales process by connecting Clio and PersistIQ. With this workflow, every time you add a new contact in Clio, a prospect is created in PersistIQ. Save time and ensure your sales team always has up-to-date information by streamlining the transfer of contact details between both platforms.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create Prospect
Creates a new prospect.
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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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About PersistIQ
PersistIQ is software for effective outbound sales that combines communication and workflow into one easy to use system.