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Clio + Pipedrive

Clio + Pipedrive

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.

  1. When this happens...
    New Activity
    New Activity
    New ActivityTriggers when a new activity is created.
  2. automatically do this!
    Create Matter
    Create Matter
    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 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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