Clio + Zoho Campaigns

Create company contacts in Clio from new contacts in Zoho Campaigns

Effortlessly maintain organized and updated contacts with this seamless workflow between Zoho Campaigns and Clio. When you add a new contact in Zoho Campaigns, a corresponding company contact will be created in Clio, simplifying your contact management process and saving valuable time. Enjoy an efficient system that keeps everything in harmony, without manual data entry or juggling multiple platforms.

Effortlessly maintain organized and updated contacts with this seamless workflow between Zoho Campaigns and Clio. When you add a new contact in Zoho Campaigns, a corresponding company contact will be created in Clio, simplifying your contact management process and saving valuable time. Enjoy an efficient system that keeps everything in harmony, without manual data entry or juggling multiple platforms.

  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
    Create Company Contact

    Creates a company contact.

    ActionWrite
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Supported triggers and actions

    • Action

    • Select Mailing ListRequired

    Trigger
    Instant
    Try It
    • Tag NameRequired

    • Contact EmailRequired

    Action
    Write
    • Topic

    • Campaign NameRequired

    • SubjectRequired

    • Sender AddressRequired

    • Select Mailing List

    • Sender Name

    Action
    Write
    • Select Mailing ListRequired

    • Contact Email AddressRequired

    • Associate contacts with topics

    • Lawful basis

    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 more

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.
Learn more

Related categories

  • Marketing Automation
  • Zoho

Similar apps

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