Start syncing Clio and Real Geeks two-way

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When contacts are tagged in Clio, update their Real Geeks contact details
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When Clio contacts are from a certain location, match them up to contacts in Real Geeks
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When Clio contacts are from a certain region, have the contacts enriched by Real Geeks 's social data
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When contacts are owned by a salesperson in Clio, update their description in Real Geeks
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When contacts are tagged in Clio, update a custom field in Real Geeks
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When contacts have lead status 'New' in Clio, keep them in sync with Real Geeks
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When contacts share a lead source in Clio, merge their contacts data with those of Real Geeks
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When contact type is 'prospect' in Clio, create them in Real Geeks
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When custom attributes are updated in Clio, add them to a Real Geeks group
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When phone numbers are added or updated in Clio, apply tags to them in Real Geeks or remove them too
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When Clio contacts are from a certain region, change their contact owner in Real Geeks
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When Clio contacts are from a certain location, update their lead status in Real Geeks
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PieSync will keep your customer data in sync across all your apps and devices. Two-way and in real-time.

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No more manual exporting & importing of contact lists. No more inaccurate or missing data.

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Intuitive and straightforward set-up in under 5 min. No coding required. Enterprise level security.

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