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Pipedrive logoPipedrive logo
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Clio + Pipedrive

Clio + Pipedrive

Clio + Pipedrive integrations

Update Clio matters when new activities occur in Pipedrive

Stay organized and efficient by linking your Pipedrive and Clio apps with this streamlined workflow. When a new activity takes place in Pipedrive, the related matter in Clio gets updated, keeping all information up-to-date across both platforms. Focus on your legal tasks while this automation manages the details for you, saving you time and effort.

  1. When this happens...
    New Activity
    New Activity
    New ActivityTriggers when a new activity is created.
  2. automatically do this!
    Update Matter
    Update Matter
    Update MatterUpdate an existing matter.
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More things you can do with Pipedrive and Clio

Discover other triggers and actions you can use with Pipedrive and Clio

    • Activity filter
      Required
    Trigger
    Polling
    Try It
    • Copy
    • Filter
      Required
    • Deal status
    Trigger
    Polling
    Try It
  • Pipedrive triggers, actions, and search
    New Lead

    Triggers when a lead is created.

    Trigger
    Polling
    Try It
    • Note ID
      Required
    Trigger
    Polling
    Try It
    • Filter
      Required
    Trigger
    Polling
    Try It
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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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pipedrive logo
About Pipedrive
Pipedrive is sales pipeline and CRM software for deal makers. Get super-organized. Close deals in less time. iOS and Android apps let you take your pipeline with you anywhere.
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