Clio + involve.me Integration

When someone completes your involve.me, a new contact is automatically created in your Clio. This way, you can quickly follow up with the participant and turn them into a customer!

Plus, all of the information from the involve.me is automatically populated in the new contact, so you don't have to waste time manually entering data. Thus, having a involve.me - Clio integration set up makes it easy to manage your customer relationships and grow your business.

It's important to stay on top of your customer relationships, and one way to do that is to create Clio tasks for new involve.me participants received. This way, you can follow up with your customers in a timely manner and ensure that their needs are being met.

Plus, by having a system in place for managing customer relationships, you'll be able to more easily scale your business as it grows. So go ahead and set up that Clio task for new involve.me participant received today - your customers will thank you for it!