Clio + Stikkum

Create or update Stikkum leads when new contacts are added in Clio

Effortlessly keep your Clio contacts and Stikkum leads up-to-date with this seamless workflow. Whenever you add a new contact in Clio, this automation will save or update the corresponding lead information in Stikkum, ensuring that your lead database stays current and organized without manual intervention. Save time and streamline your lead management process with this simple yet effective solution.

Effortlessly keep your Clio contacts and Stikkum leads up-to-date with this seamless workflow. Whenever you add a new contact in Clio, this automation will save or update the corresponding lead information in Stikkum, ensuring that your lead database stays current and organized without manual intervention. Save time and streamline your lead management process with this simple yet effective solution.

  1. When this happens...
    ClioClio
    New Contact

    Triggers when a new contact is created.

    TriggerInstant
  2. automatically do this!
    StikkumStikkum
    Save or Update Contacts

    Saves the contact in your Stikkum database. If a lead with the same first name, last name, and contact information already exists in the database, it will be updated with the new data. Otherwise, a new lead entry will be created.

    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
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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stikkum logo
stikkum logo

About Stikkum

Stikkum is a platform for the mortgage industry with retention alerts and automation that continuously monitors a mortgage broker’s client base.

Related categories

  • CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

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