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

Gravity Form Clio Plugin sends form submissions from <a href="https://www.gravityforms.com/" rel="nofollow ugc">Gravity Form</a> plugins to Clio when someone submits a form. Learn more about Gravity Form Clio Plugin at <a href="https://www.weconnectcode.com/plugin/clio-grow-for-gravity-forms" rel="nofollow ugc">weconnectcode.com</a>. We also offer other connector for Clio <a href="https://www.weconnectcode.com/plugin/lawmatics-grow-for-gravity-forms" rel="nofollow ugc">Gravity Form 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 gravity form fields.</li>
<li>Send your test entry to Clio by submiting gravity form.</li>
<li>Go to “Clio Logs” tab and verify, if entry was sent to Clio.</li>
</ul>
Connect Clio account
Connect any gravity form to Clio account by safe and secure Oauth 2.0.
Map Clio fields
First select any Clio object then Map gravity form fields to Clio object fields. There is No limitation on number of fields. You can map unlimited fields.
Filter gravity form submissions
Either Send all gravity form submissions to Clio or filter gravity 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 gravity form submissions to Clio when someone submits a gravity form. You can manually send gravity form submissions to Clio.
Clio logs
View a detailed log of each gravity form submission whether sent (or not sent) to Clio and easily resend any gravity form submission to Clio.
Send Data As Clio object Notes
Send one to many gravity form fields as Clio object notes when anyone submits a form on your site.
<h3>Why we built this plugin</h3>
Gravity Form and some other popular gravity forms are good but you can not send gravity form submissions to any crm including Clio. You can send any gravity 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-gravity-forms" rel="nofollow ugc">Gravity Form – 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>Gravity Form Clio Integration</h3>
We have a separate plugin for Clio. <a href="https://www.weconnectcode.com/plugin/clio-grow-for-gravity-forms" rel="nofollow ugc">Gravity Form Clio</a>

WCC GF to Clio

Send Gravity Form Plugin Submissions to Clio.

Contributors: tripgrass vs WCC GF to Clio