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Clio + Pipedrive

Clio + Pipedrive

Clio + Pipedrive integrations

Create expense entries in Clio for new leads in Pipedrive

Effortlessly track expenses associated with new leads in Pipedrive by creating an expense entry in Clio. With this workflow, every time a new lead is added to your Pipedrive, an activity will be created in Clio, ensuring all related expenses are accurately recorded. Simplify your lead management process and stay organized with this seamless automation.

  1. When this happens...
    New Lead
    New Lead
    New LeadTriggers when a lead is created.
  2. automatically do this!
    Create Expense Entry (Activity)
    Create Expense Entry (Activity)
    Create Expense Entry (Activity)Creates a new expense entry.
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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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