Clio + Pipedrive integrations
Create new Clio matters for Pipedrive activities in real-time
Effortlessly manage your legal matters each time there's a new activity in Pipedrive with this efficient workflow. Once set up, every new activity in Pipedrive will generate a corresponding matter in Clio, ensuring that your cases and related information stay organized and up-to-date. Say goodbye to manual data entry and boost your productivity with this seamless automation.
- When this happens...New ActivityTriggers when a new activity is created.
- automatically do this!Create MatterCreates a new 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 filterRequired
Try ItTriggerPolling- Copy
- FilterRequired
- Deal status
Try ItTriggerPolling- New Lead
Triggers when a lead is created.
Try ItTriggerPolling - New Note
Triggers when a new note is created.
Try ItTriggerInstant
- New Activity
Triggers when a new activity is created.
Try ItTriggerInstant - New Deal
Triggers when a new deal is created.
Try ItTriggerInstant - Note IDRequired
Try ItTriggerPolling- FilterRequired
Try ItTriggerPolling
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.
Related categories
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.
Related categories
Related Zap Templates
- Create Clio person contacts from new Pipedrive leads
- Update Clio matters when new activities occur in Pipedrive
- Create expense entries in Clio for new leads in Pipedrive
- Create new Clio company contacts from Pipedrive leads
- Add products to Pipedrive deals from new Clio activities
- Add files to Pipedrive when new activities occur in Clio
- Create new Pipedrive deals from Clio activities
- Create Pipedrive followers from new Clio activities
- Create Pipedrive organizations from new Clio contacts
- Update Pipedrive deals when new Clio activities occur
- Create new Pipedrive deals for new Clio matters
- Create new Clio contacts from updated Pipedrive deal stages
- Create new matters in Clio whenever deal stages are updated in Pipedrive







