tripgrass

Lead-to-Clio provides a contact form of first name, last name, phone number and email that integrates with the Clio Online Legal Practice Management Software. If the user has authorized Lead-to-Clio to access the user’s Clio account, when a prospective client submits their contact info on the form a new Contact entry is created in Clio, a new task entry is created in Clio and a notification email is sent to the Clio users. 
 A few notes about the sections above:

Contributors: tripgrass

Lead-to-Clio integrates your Wordpress Blog with your Clio Account - automatically creating tasks and contacts for new leads.

weconnectcodeplugins

Contact Form 7 Clio Plugin sends form submissions from <a href="https://contactform7.com/" rel="nofollow ugc">Contact Form 7</a> plugins to Clio when someone submits a form. Learn more about Contact Form 7 Clio Plugin at <a href="https://www.weconnectcode.com/plugin/clio-grow-for-contact-form-7" rel="nofollow ugc">weconnectcode.com</a>. We also offer other connector for Lawmatics <a href="https://www.weconnectcode.com/plugin/lawmatics-grow-for-contact-form-7" rel="nofollow ugc">Contact Form 7 Lawmatics Integration</a>.
<h3>License</h3>
GPLv2 or later
<h3>How to Setup</h3>
<ul>
<li>Go to “Clio Accounts” tab then add new account.</li>
<li>Go to “Clio Integration” tab then create new Integration.</li>
<li>Map required Clio fields to contact form 7 fields.</li>
<li>Send your test entry to Clio by submiting contact form 7.</li>
<li>Go to “Clio Logs” tab and verify, if entry was sent to Clio.</li>
</ul>
Connect Clio account
Connect any contact form 7 to Clio account by safe and secure Oauth 2.0.
Map Clio fields
First select any Clio object then Map contact form fields to Clio object fields. There is No limitation on number of fields. You can map unlimited fields.
Filter contact form 7 submissions
Either Send all contact form 7 submissions to Clio or filter contact form submissions sent to Clio based on user input. For example , send only those entries to Clio which have work email address.
Manually send to Clio
Send contact form 7 submissions to Clio when someone submits a contact form. You can manually send contact form submissions to Clio.
Clio logs
View a detailed log of each contact form 7 submission whether sent (or not sent) to Clio and easily resend any contact form submission to Clio.
Send Data As Clio object Notes
Send one to many contact form fields as Clio object notes when anyone submits a form on your site.
<h3>Why we built this plugin</h3>
Contact Form 7 and some other popular contact forms are good but you can not send contact form submissions to any crm including Clio. You can send any contact form submissions from your wordpress site to Clio with this free wordpress Clio plugin.
<blockquote>Premium Version Features.
This plugin has a Premium version which comes with several additional benifits <a href="https://www.weconnectcode.com/plugin/clio-grow-for-contact-form-7" rel="nofollow ugc">Contact Form 7 – Clio</a>.
<ul>
<li>Clio Custom fields and Particularly Phone Fields.</li>
<li>Clio Notes Field</li>
<li>User Agent and IP related Data Of the Entries</li>
<li>WCC Entries Pro Version With all the Premium Features.</li>
<li>Super Helpful WCC Addons and Free Updates.</li>
<li>By Purchasing the Premium Version of the Plugin, You will Get Free Updates</li>
<li>Get Pro Support</li>
</ul>
</blockquote>
<h3>Want to send data to other crm</h3>
We have Premium Extensions for 20+ CRMs.<a href="https://weconnectcode.com/plugins" rel="nofollow ugc">View All CRM Extensions</a>
<h3>Contact Form 7 Clio Integration</h3>
We have a separate plugin for Clio. <a href="https://www.weconnectcode.com/plugin/clio-grow-for-contact-form-7" rel="nofollow ugc">Contact Form 7 Clio</a>

WCC CF7 to Clio

Send Contact Form 7 Plugin Submissions to Clio.

Contributors: tripgrass vs WCC CF7 to Clio