Connect clieent® CRM integrations
Consolidate your law firm's commercial process by automating clieent® CRM to turn new leads into signed contracts. Use this automation tool to sync form submissions directly into your sales funnel and distribute proposals when a deal advances. Sign up now to unify your entire client lifecycle.
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App developer is its official vendor.
This app is supported and maintained by the vendor clieent.
Build your clieent® CRM integrations.
Integrate clieent® CRM with Make to automate your commercial processes, streamlining lead management and contract closing. A new opportunity created in clieent® CRM can trigger workflows, while Make allows you to perform actions such as adding new customers, creating or moving opportunities within your sales funnel, updating opportunity timelines, subscribing contacts to a capture page, searching for existing clients, and executing custom API calls.
Alimentar linha do tempo de oportunidade
Buscar um cliente
Cadastrar um novo cliente
Lista todos os usuários da conta
Executa uma chamada de API autorizada arbitrária.
Mova uma oportunidade para outra etapa
Executa um disparo toda vez que uma oportunidade é criada
Subscrever página de captura.
Connect any app with clieent® CRM
Popular clieent® CRM workflows.
Looking to get more out of clieent® CRM? With Make you can visually integrate clieent® CRM into any workflow to save time and resources — no coding required. Try any of these templates in just a few clicks.
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