Clio + LoyaltyLoop
Add new Clio contacts to LoyaltyLoop
Ensure your client contact information in Clio is kept up to date in LoyaltyLoop so you can automatically gather feedback and online reviews from clients. This automation will add a new customer email (contact) to LoyaltyLoop when a new contact is created in Clio.
Ensure your client contact information in Clio is kept up to date in LoyaltyLoop so you can automatically gather feedback and online reviews from clients. This automation will add a new customer email (contact) to LoyaltyLoop when a new contact is created in Clio.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Submit Customer Data
Submit customer data for the survey you specify.
- Free forever for core features
- 14 day trial for premium features & apps
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.
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About LoyaltyLoop
LoyaltyLoop helps businesses build loyal customer relationships, measure satisfaction, drive online reviews and more.