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Clio + Zoho Campaigns

Create new Clio company contacts from Zoho Campaigns contacts

Effortlessly keep your contact information up-to-date with this seamless workflow between Zoho Campaigns and Clio. Whenever you add a new contact in Zoho Campaigns, this integration will automatically update the corresponding company contact in Clio, ensuring your records are always accurate and consistent. Say goodbye to manual data entry and enjoy a more streamlined contact management process.

Effortlessly keep your contact information up-to-date with this seamless workflow between Zoho Campaigns and Clio. Whenever you add a new contact in Zoho Campaigns, this integration will automatically update the corresponding company contact in Clio, ensuring your records are always accurate and consistent. Say goodbye to manual data entry and enjoy a more streamlined contact management process.

  1. When this happens...
    Zoho CampaignsZoho Campaigns
    New Contact

    Triggers when a new contact is added to a mailing list.

    TriggerInstant
  2. automatically do this!
    ClioClio
    Update Company Contact

    Updates an existing company contact.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Select Mailing ListRequired

    Trigger
    Instant
    Try It
    • Select Mailing ListRequired

    Trigger
    Instant
    Try It
    • Topic

    • Campaign NameRequired

    • SubjectRequired

    • Sender AddressRequired

    • Select Mailing List

    • Sender Name

    Action
    Write
    • CampaignRequired

    Action
    Write
    • Action

    • Select Mailing ListRequired

    Trigger
    Instant
    Try It
    • Select a Campaign to CloneRequired

    • New Campaign NameRequired

    Action
    Write
    • Select Mailing ListRequired

    • Contact Email AddressRequired

    • Associate contacts with topics

    • Lawful basis

    Action
    Write
    • Select Mailing ListRequired

    • Contact Email AddressRequired

    • Move to Do-Not-Mail

    Action
    Write
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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zoho-campaigns logo
zoho-campaigns logo

About Zoho Campaigns

Zoho Campaigns lets you send email and social media campaigns to your subscribers.

Related categories

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