Create Clio matter notes for new Zoho CRM contacts
Effortlessly maintain updated records and improve team communication with this automation that connects Zoho CRM and Clio. When a new contact is added in Zoho CRM, a matter note will be created in Clio, making it easy to keep track of client information and interactions. Save time and stay organized by seamlessly integrating client management between these two powerful tools.
Effortlessly maintain updated records and improve team communication with this automation that connects Zoho CRM and Clio. When a new contact is added in Zoho CRM, a matter note will be created in Clio, making it easy to keep track of client information and interactions. Save time and stay organized by seamlessly integrating client management between these two powerful tools.
- When this happens...New Contact
Triggers when a new contact is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
- automatically do this!Create Matter Note
Creates a new matter note.
- Free forever for core features
- 14 day trial for premium features & apps
New Contact
Triggers when a new contact is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
Try ItModuleRequired
Try ItNew or Updated Lead
Triggers when a new lead is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.
Try ItNew User
Triggers when a new active user is added to your Zoho CRM account.
Try It
New Lead
Triggers when a new lead is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
Try ItNew or Updated Contact
Triggers when a new contact is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.
Try ItModuleRequired
Try ItModuleRequired
Try It