1.Detects new contact (person)
Integrate Clio and contact intake data to detect a new person record to centralize call-source matching.
Update contact marketing source from inbound call activity
Automatically monitor new contact records across Clio and normalize phone data for call-source lookup. Create and update call-origin attribution when inbound calls match, so your team can enrich records and add an audit row without manual reporting.
How this automation improves call-source attribution
When new contact records are created in Clio without call-origin context, teams miss the reason a person reached out. This automation formats phone numbers, retrieves recent calls, and updates marketing-source fields and audit rowsβso your team can enrich leads fast without manual follow-up.
Clioor swap with your favorite app
2.Normalizes contact phone
Integrate Formatter by Zapier, phone parsing tools, and contact fields to format the available phone to prepare the lookup search.
Formatter by Zapieror swap with your favorite app
3.Fetches recent calls by number
Integrate Webhooks by Zapier and call lookup tools to GET recent calls for the formatted phone to retrieve call records.
Webhooks by Zapieror swap with your favorite app
4.Qualifies inbound call records
Integrate Filter by Zapier and inbound routing rules to qualify inbound call matches to continue only when criteria pass.
Filter by Zapieror swap with your favorite app
5.Adds audit row to worksheet
Integrate Google Sheets and reporting worksheets to add a row for contact ID and resolved source to log processed activity.
Google Sheetsor swap with your favorite app
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Step 1
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