Description
Contact Form 7 Clio Plugin sends form submissions from Contact Form 7 plugins to Clio when someone submits a form. Learn more about Contact Form 7 Clio Plugin at weconnectcode.com. We also offer other connector for Lawmatics Contact Form 7 Lawmatics Integration.
License
GPLv2 or later
How to Setup
- Go to “Clio Accounts” tab then add new account.
- Go to “Clio Integration” tab then create new Integration.
- Map required Clio fields to contact form 7 fields.
- Send your test entry to Clio by submiting contact form 7.
- Go to “Clio Logs” tab and verify, if entry was sent to Clio.
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.
Why we built this plugin
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.
Premium Version Features.
This plugin has a Premium version which comes with several additional benifits Contact Form 7 – Clio.
- Clio Custom fields and Particularly Phone Fields.
- Clio Notes Field
- User Agent and IP related Data Of the Entries
- WCC Entries Pro Version With all the Premium Features.
- Super Helpful WCC Addons and Free Updates.
- By Purchasing the Premium Version of the Plugin, You will Get Free Updates
- Get Pro Support
Want to send data to other crm
We have Premium Extensions for 20+ CRMs.View All CRM Extensions
Contact Form 7 Clio Integration
We have a separate plugin for Clio. Contact Form 7 Clio
Screenshots
Connect Lawmatics Account. screenshot-1.png 
Map Lawmatics fields. screenshot-2.png 
Configuration. screenshot-3.png 
Configuration Setup. screenshot-4.png 
Lawmatics logs. screenshot-5.png 
Lawmatics logs details. screenshot-6.png 
Error log. screenshot-7.png
FAQ
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Where can I get support?
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Our team provides free support at https://weconnectcode.com/contact.
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How to integrate Clio in contact form 7
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You can easily integrate Clio in contact form 7. Simply install Contact Form 7 Clio plugin , Connect Clio account and finally map contact form fields to Clio object(contact,lead,account etc) fields.
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Contact form 7 Clio web to lead
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if API access is not enabled for your organization then simply use Clio web to lead. Enter your organization id and map contact form fields to Clio case or lead fields.
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WordPress Clio Integration
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- You can use Contact Form 7 or any other wordpress forms plugin.
- Install this free WordPress Clio Integration plugin then Connect your Clio account to wordpress.
- Create a Clio Integration , select form then map form fields to Clio Object(Lead, account etc) fields.
- When anyone submits form , it will go to your Clio account.
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Clio WordPress Plugin
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- Easily Connect your Clio account to wordpress site with this free wordpress Clio plugin.
- First Install Contact Form 7 plugin and create a simple form.
- Connect Clio account to wordpress.
- Create a Clio Integration then map contact form fields to Clio object(lead, contact etc) fields.
- All form submissions will automatically go to your Clio account.
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External services
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- https://app.clio.com/oauth/authorize
- https://app.clio.com/oauth/token
- https://app.clio.com/api/v4/
Reviews
Contributors & Developers
“WCC CF7 to Clio” is open source software. The following people have contributed to this plugin.
Contributors
Translate “WCC CF7 to Clio” into your language.
Interested in development?
Browse the code, check out the SVN repository, or subscribe to the development log by RSS.
Changelog
1.0.0
- Initial release.
1.1.0
- Conditional Logic Added.
1.2.0
- Clio Grow Added.