Clio + Teamwork CRM
Create new Teamwork CRM contacts from Clio activities
Effortlessly keep your contacts up to date with this convenient Clio to Teamwork CRM workflow. Whenever there's a new activity in Clio, this automation will create a contact in Teamwork CRM for you. Stay organized and save time by streamlining your client management across both platforms with ease.
Effortlessly keep your contacts up to date with this convenient Clio to Teamwork CRM workflow. Whenever there's a new activity in Clio, this automation will create a contact in Teamwork CRM for you. Stay organized and save time by streamlining your client management across both platforms with ease.
- When this happens...New Activity
Triggers when a new activity is created.
- automatically do this!Create Contact
Creates a new contact.
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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 Teamwork CRM
Teamwork CRM helps you to develop your sales process, plan and manage your company’s growth and bring clarity to a chaotic pipeline.