Wishpond makes it easy to create high converting contact forms and landing pages that fully integrate with Clio. Automatically send leads over to Clio to record consultation notes, or use Wishpond to send targeted communications, newsletters, and more to nurture your leads into paying clients.
- Generate leads using landing pages, popups, forms, and social promotions, all in once place.
- Track and score your leads based on their different website behavior and interests - then use marketing automation to automatically trigger emails, text messages, and more.
- Optimize all of your lead capture forms for conversion using A/B testing - then automatically send your leads out to Clio for immediate follow up.
To see Wishpond's subscription plans, and to start a 14 day free trial, go to www.wishpond.com/pricing/.
Connecting Wishpond to Clio
Once you have created a Wishpond account, log in then click on "Export Leads" in the left-hand sidebar and select "Integrated Apps".
Select Clio from the list of integrations, then click "Connect with Clio".
In the Connect window, click "Connect" in the bottom right corner.
You will now be prompted to authorize the connection to Clio.
On the "Connect with Clio" screen, click the "Yes, Let's Connect" button (If you are not already logged in to your Clio account, you will be prompted to log in before you can connect).
Next, choose the leads fields that you want to match to Clio by checking the boxes at the left (at minimum, First Name and Email are required). Then choose between doing a one-time export of leads or an on-going export of leads to Clio. Note: Choosing the ongoing export option is recommended.
Click "Export" to start the sync.