Integrate Clio with HubSpot using AI Agents
Appy Pie Automate allows you to automate multiple workflows between Clio and HubSpot
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Clio offers law firms cloud-based software that handles various law practice management tasks including client intake, contact management, calendaring, document management, timekeeping, billing, and trust accounting.
About HubSpot
HubSpot serves as a holistic CRM solution, seamlessly blending marketing, sales, and customer service functionalities. It enables businesses to streamline tasks like email marketing, social media management, lead generation, sales automation, and customer support, boosting operational efficiency and improving customer relationships.
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It's easy to connect Clio + HubSpot without coding knowledge. Start creating your own business flow.
- Triggers
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New ActivityTriggers when a new activity is Created.
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New ActivityDescription
Triggers when new ActivityDescription is created.
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New Bill
Triggers when a new Billis created.
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New Calendar Entry
Triggers when a new Calendar Entry is Created.
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New Communication
Triggers when a new Communication is added.
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New Contact
Triggers when a new Contact is created.
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New Document
Triggers when a new Document is added.
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New Expense Category
Triggers when a new Expense Category is created.
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New Folder
Triggers when a new Folder is created.
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New Matter
Triggers when a new Matter is created.
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New Task
Triggers when a new Task is created.
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Contact Recently Created or UpdatedTriggers when a contact recently created or updated.
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New Company
Triggers when a new company is available.
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New Contact
Triggers when a new contact is available.
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New Deal
Triggers when a new deal is available.
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New Deal in Stage
Triggers when a deal enters a specified deal.
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New Form Submission
Triggers when a form in submitted.
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New Product
Triggers when a new product is available.
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New Quotes
Triggers when a new quotes is available.
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Updated Company
Triggers when a update company is available
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Updated Deal Stage To Closed Won
Triggers when a deal stage is updated.
- Actions
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Create Activity Description
Creates a new ActivityDescription.
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Add Contact to List
Adds a contact to a specific static list. (Marketing Hub Starter plans and above)
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Add File to Contact
Adds a file to a specific contact.
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Add Note To Contact
Add Note To Contact.
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Associate Deal
Associates the deal with dealId with the contact.
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Create Associations
Creates associations between objects
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Create Company
Create a Company in HubSpot
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Create Deal
Create a Deal in HubSpot
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Create Form Submission
Creates a new Submission for a selected form.
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Create Line Item
Create a line_item in HubSpot
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Create Ticket
Create a Ticket in HubSpot
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Create or Update Contact
Create or Update a contact in HubSpot
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Update Company
Update a Company in HubSpot"
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Update Deal
Update a Deal in HubSpot
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Update Line Item
Update exiting line_item in HubSpot
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Update Product
Search Product and Update It.
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Update Quote
Update a Quote in HubSpot
How Clio & HubSpot Integrations Work
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Step 1: Choose Clio as a trigger app and authenticate it on Appy Pie Automate.
(30 seconds)
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Step 2: Select "Trigger" from the Triggers List.
(10 seconds)
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Step 3: Pick HubSpot as an action app and authenticate.
(30 seconds)
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Step 4: Select a resulting action from the Action List.
(10 seconds)
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Step 5: Select the data you want to send from Clio to HubSpot.
(2 minutes)
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Your Connect is ready! It's time to start enjoying the benefits of workflow automation.