Community -
Clio Integration Premium Add-on
Add the ability to easily integrate Clio with Gravity Forms to create contacts upon form submission
Clio Integration Premium Add-on
What does it do?
EASILY INTEGRATES CLIO (GROW AND MANAGE) WITH GRAVITYFORMS
If you use Gravity Forms to build forms and looking to be able to integrate with Clio (Grow and Manage) then you will love this add-on.
It allows you to easily create contacts/leads on Clio upon form submission.
All Features:
- Allow admin to choose whether to authorize Clio Grow or Clio Manage for the integration or both.
- Allow admin to create multiple feeds to create contact on Clio Manage upon form submission
- Allow admin to create multiple feeds to create inbox lead on Clio Grow upon from submission
- Allow admin to select type of contact (Person/Company) to be created on Clio Manage
- Allow admin to select email address type (Work/Home/Other) to be with the contact created on Clio Manage
- Allow admin to map custom fields from Clio Manage to GravityForms fields
How does it work?
This was developed based on the Gravity Forms Add-On Framework and Clio’s API.
TIP// Please make sure you have Gravity Forms plugin installed on your WordPress site.
How do I enable this functionality?
- Install the add-on
- Activate the add-on and you’re ready to go!