1.Captures new intake entry
Integrate Typeform and form response handling to capture submission ID and core answers to centralize intake field data.
Update client contact records from intake form submissions
Automatically monitor Typeform form response submissions across CRM workflows. Create and update client contact records by finding matches in Clio and syncing intake fieldsβso you can complete profiles and avoid manual data entry delays.
How this automation updates your client records
When intake form submissions arrive, contact records can stay incomplete and slow down scheduling decisions. This automation captures intake responses and writes them to Clio by finding, updating, and creating contactsβso your team can keep profiles ready for action.
Typeformor swap with your favorite app
2.Finds matching contact
Integrate Clio and CRM search tools to look up contacts by email or phone to return contact IDs for matched records.
Clioor swap with your favorite app
3.Updates existing contact
Integrate Clio and contact mapping to update address, birth date, and custom fields using the submission ID as a source note.
4.Creates new contact
Integrate Clio and CRM record creation to create a contact when no match is found and map intake fields for immediate use.
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Explore all contact management automations
Simplify contact records with automated lead capture, record updates, and duplicate prevention
Set up in minutes
Zapier connects your tools, triggers actions from real-time data, and streamlines workflows so your team can focus on what matters most.
Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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