Connect Clio to Salesforce Essentials
Workload lets you integrate Clio with Salesforce Essentials in just a few clicks. Now you can automate your work and have more time for what matters most — no code required.
If this happens in Clio...
Then do this action in Salesforce Essentials!
How to Integrate Clio and Salesforce Essentials
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1. Authenticate your Clio and Salesforce Essentials accounts.
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2. Use one of the apps as a trigger to start the workflow.
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3. Choose one of the actions from the other app.
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4. Map the data fields you want to pass from one app to the other.
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5. If you get stuck, we’re here to help! Request help directly from the web application.
Video Tutorial: Integrate Clio and Salesforce Essentials Using Workload
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From small workflows with just two steps to large critical operations, Workload automates work so teams aren’t bottlenecked with repetitive tasks.
Supported Clio + Salesforce Essentials Integrations
About Clio
Clio is the leading law practice management software with the most 5-star reviews and the only legal software with over 1,000 reviews on Capterra. Clio is a cloud-based legal practice management solution that lets you manage your law firm securely from anywhere. Access and manage your work in one central system - with matters, contacts, billing, and everything you need in one place. Schedule a live demo to learn more. 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.
Related CategoriesCRM (Customer Relationship Management)
Similar Clio Apps
Yes! Clio and Workload are integrated via API. You don’t have to worry about your api keys because we are securely connected to Clio through it’s OAuth2.0 connection.
Prices for Clio vary according to usage. For the most accurate pricing, visit https://clio.com/pricing for more details.
About Salesforce Essentials
Salesforce Essentials allows you to manage every customer conversation from anywhere. It's the fastest and easiest way to get started with CRM.
Related CategoriesCRM (Customer Relationship Management)
Similar Salesforce Essentials Apps
Yes! Salesforce Essentials and Workload are integrated via API. You don’t have to worry about your api keys because we are securely connected to Salesforce Essentials through it’s OAuth2.0 connection.
Prices for Salesforce Essentials vary according to usage. For the most accurate pricing, visit https://salesforce-essentials.com/pricing for more details.