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Clio + Pipedrive

Clio + Pipedrive

Clio + Pipedrive integrations

Create new Clio company contacts from Pipedrive leads

Effortlessly manage your new Pipedrive leads by automating the process of creating company contacts in Clio. With this workflow, every time you get a new lead in Pipedrive, a company contact will be added in Clio, helping you stay organized and save time on manual data entry. Enhance your client management and ensure consistent record-keeping across both platforms.

  1. When this happens...
    New Lead
    New Lead
    New LeadTriggers when a lead is created.
  2. automatically do this!
    Create Company Contact
    Create Company Contact
    Create Company ContactCreates a company contact.
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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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