Clio + Salesflare
Create Salesflare opportunities from new Clio activities
Effortlessly streamline your sales process by connecting Clio and Salesflare. With this workflow, every time a new activity is added in Clio, an opportunity will be created in Salesflare. Keep your sales pipeline organized and up-to-date while saving time on manual data entry.
Effortlessly streamline your sales process by connecting Clio and Salesflare. With this workflow, every time a new activity is added in Clio, an opportunity will be created in Salesflare. Keep your sales pipeline organized and up-to-date while saving time on manual data entry.
- When this happens...New Activity
Triggers when a new activity is created.
- automatically do this!Create Opportunity
Creates a new opportunity.
- Free forever for core features
- 14 day trial for premium features & apps
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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Zapier Interfaces
App Builder, CRM (Customer Relationship Management), Forms & Surveys, ZapierAbout Salesflare
Salesflare is an intelligent CRM startups and small businesses love to use. It's a zero-input sales pipeline tool that thinks and works for its user, not the other way around.