Create or update Zoho CRM module entries with new matters from Clio
Optimize your workflow with this integration that connects Clio and Zoho CRM. When a new matter arises in Clio, it immediately facilitates the creation or update of a module entry within Zoho CRM. Perfect for law firms or independent legal practitioners who want to streamline their case and client management, this automation ensures key information flows smoothly between your legal software and customer relationship management tool.
Optimize your workflow with this integration that connects Clio and Zoho CRM. When a new matter arises in Clio, it immediately facilitates the creation or update of a module entry within Zoho CRM. Perfect for law firms or independent legal practitioners who want to streamline their case and client management, this automation ensures key information flows smoothly between your legal software and customer relationship management tool.
- When this happens...New Matter
Triggers when a new matter is created.
- automatically do this!Create/Update Module Entry
Create or update module entries
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