Clio + Referral Factory
Qualify Referral Factory users with email when new Clio contacts are created
Automate your referral process by connecting Clio and Referral Factory. When you add a new contact in Clio, this workflow will automatically qualify them using their email address in Referral Factory. Save time, ensure accuracy, and streamline your referral management with this seamless integration.
Automate your referral process by connecting Clio and Referral Factory. When you add a new contact in Clio, this workflow will automatically qualify them using their email address in Referral Factory. Save time, ensure accuracy, and streamline your referral management with this seamless integration.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Qualify User With Email
Triggers when a referred user successfully converts. This is when a referred lead becomes qualified.
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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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