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Clio + Sierra Interactive

Create new Sierra Interactive leads from Clio activities

Effortlessly manage your leads by connecting Clio to Sierra Interactive. When a new activity occurs in Clio, this workflow will create a lead in Sierra Interactive, ensuring all your leads are updated and organized. Save time and enhance your lead management process with this seamless integration.

Effortlessly manage your leads by connecting Clio to Sierra Interactive. When a new activity occurs in Clio, this workflow will create a lead in Sierra Interactive, ensuring all your leads are updated and organized. Save time and enhance your lead management process with this seamless integration.

  1. When this happens...
    ClioClio
    New Activity

    Triggers when a new activity is created.

    TriggerInstant
  2. automatically do this!
    Sierra InteractiveSierra Interactive
    Create Lead

    Create a new lead in your Sierra account.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Clio triggers, actions, and search

    New Activity

    Triggers when a new activity is created.

    Trigger
    Instant
    Try It
  • Clio triggers, actions, and search

    Bill State Updated

    Triggers when the state of a bill has changed.

    Trigger
    Instant
    Try It
  • Clio triggers, actions, and search

    New Communication

    Triggers when a new communication is created.

    Trigger
    Instant
    Try It
  • Clio triggers, actions, and search

    New Calendar Entry

    Triggers when a new calendar entry is created.

    Trigger
    Instant
    Try It
    • Contact Type

    Trigger
    Instant
    Try It
clio logo
clio logo

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.
Learn moreHelp

Related categories

  • CRM (Customer Relationship Management)

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sierra-interactive logo
sierra-interactive logo

About Sierra Interactive

Sierra Interactive is an all-in-one real estate platform that helps you close more deals and grow your business.

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