Clio + Solargraf
Create new Solargraf leads from new Clio activities to streamline client management
Effortlessly streamline your sales process with this Clio and Solargraf integration. When a new activity occurs in Clio, a lead is instantly created in Solargraf, keeping your sales pipeline updated and ensuring no opportunities are missed. Enhance your efficiency and stay organized with this seamless, time-saving workflow.
Effortlessly streamline your sales process with this Clio and Solargraf integration. When a new activity occurs in Clio, a lead is instantly created in Solargraf, keeping your sales pipeline updated and ensuring no opportunities are missed. Enhance your efficiency and stay organized with this seamless, time-saving workflow.
- When this happens...New Activity
Triggers when a new activity is created.
- automatically do this!Create Lead
Creates a Lead in SolarGraf
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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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Zapier Interfaces
App Builder, CRM (Customer Relationship Management), Forms & Surveys, ZapierAbout Solargraf
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