Connect clieent® CRM integrations
Formalize your law firm's fee proposals and legal contracts by connecting clieent® CRM with Make. Linking this legal database to our workflow automation tool lets you track proposal views in real time, trigger instant e-signatures, and auto-sync opportunity timelines. Get started for free today to automatically finalize your firm's pending contracts.
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App developer is its official vendor.
This app is supported and maintained by the vendor clieent.
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Boost your business efficiency by automating clieent® CRM with your tech stack. Make lets you design custom workflows, syncing data and saving time. Try Make today to integrate clieent® CRM.
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.
Automate clieent® CRM with Make to connect your favorite apps. Sync customer data and optimize your business workflows.
Boost your business: Connect clieent® CRM with Make for smart automation
Integrate clieent® CRM with Make to instantly capture leads, sync e-commerce systems, and automate marketing. Keep your sales and support teams aligned with automated real-time data sharing.
Automatically send new leads from your website forms or social media ads straight into clieent® CRM.
Keep your customer and order data perfectly updated between your online store, ERP, and clieent® CRM in real time.
Instantly notify your sales team on Slack or email the moment a high-priority lead is added to your CRM.
Automatically add new CRM contacts to your email marketing lists to start nurturing leads without lifting a finger.
FAQ
Start by registering for Make. As a new Make user, you’ll automatically be assigned a free account. Once your account is set up, you can start creating your first scenarios. We recommend starting with our step-by-step video tutorial.
A scenario represents a workflow or a project of your own creation, and it is made up of a series of modules that automate apps and services. Creating a scenario allows you to transfer and transform data between apps and services via these modules to automate anything and improve the way you work.
Modules are the main building blocks of automation in Make. Modules represent actions that Make performs with an app, like creating, updating, or deleting data.
Mapping links the modules in your scenario. When you map an item, you connect the data retrieved by one module to another module to perform the desired action. For example, you can map email addresses and subject lines to create a spreadsheet using this data.
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