Clio + Yelp Leads
Create new Clio contacts from new Yelp Leads
Effortlessly maintain your contact management by using this automation. When a new lead appears on Yelp Leads, it will initiate contact creation in your Clio app. This workflow ensures potential clients from Yelp Leads are immediately added to your Clio system, keeping your client base up to date and maximizing your business opportunities.
Effortlessly maintain your contact management by using this automation. When a new lead appears on Yelp Leads, it will initiate contact creation in your Clio app. This workflow ensures potential clients from Yelp Leads are immediately added to your Clio system, keeping your client base up to date and maximizing your business opportunities.
- When this happens...New Lead
Triggers when a new lead is created.
- automatically do this!Create Person Contact
Creates a person 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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About Yelp Leads
Yelp Leads provides a means for businesses to get notified, read and respond to leads generated by Yelp users.