Clio + DeltaNet CRM

Create DeltaNet CRM customers from new Clio activities

Effortlessly manage your sales leads with this convenient Clio-DeltaNet CRM workflow. Whenever there's a new activity in your Clio app, it will instantly create a new customer in your DeltaNet CRM, ensuring all your contacts are organized and up-to-date. Save time and streamline your client management process with this seamless and efficient automation.

Effortlessly manage your sales leads with this convenient Clio-DeltaNet CRM workflow. Whenever there's a new activity in your Clio app, it will instantly create a new customer in your DeltaNet CRM, ensuring all your contacts are organized and up-to-date. Save time and streamline your client management process with this seamless and efficient automation.

  1. When this happens...
    ClioClio
    New Activity

    Triggers when a new activity is created.

    TriggerInstant
  2. automatically do this!
    DeltaNet CRMDeltaNet CRM
    Add Customer

    Create a new customer in DeltaNet.

    ActionWrite
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Supported triggers and actions

  • Clio triggers, actions, and search

    New Calendar Entry

    Triggers when a new calendar entry is created.

    Trigger
    Instant
    Try It
    • Contact Type

    Trigger
    Instant
    Try It
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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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deltanet-crm logo
deltanet-crm logo

About DeltaNet CRM

DeltaNET CRM App is CRM and leads management tool for real estate agents.

Related categories

  • CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier