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Automatically create Clio contacts from new Facebook Lead Ads submissions, ensuring no lead is missed. Latenode’s visual editor and JavaScript support allows custom lead scoring, while affordable execution pricing scales with your business.
Connect Facebook Lead Ads and Clio in minutes with Latenode.
Create Facebook Lead Ads to Clio workflow
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Swap Apps
Facebook Lead Ads
Clio
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Create a New Scenario to Connect Facebook Lead Ads and Clio
In the workspace, click the “Create New Scenario” button.
Add the First Step
Add the first node – a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a Facebook Lead Ads, triggered by another scenario, or executed manually (for testing purposes). In most cases, Facebook Lead Ads or Clio will be your first step. To do this, click "Choose an app," find Facebook Lead Ads or Clio, and select the appropriate trigger to start the scenario.
Add the Facebook Lead Ads Node
Select the Facebook Lead Ads node from the app selection panel on the right.
Facebook Lead Ads
Configure the Facebook Lead Ads
Click on the Facebook Lead Ads node to configure it. You can modify the Facebook Lead Ads URL and choose between DEV and PROD versions. You can also copy it for use in further automations.
Add the Clio Node
Next, click the plus (+) icon on the Facebook Lead Ads node, select Clio from the list of available apps, and choose the action you need from the list of nodes within Clio.
Facebook Lead Ads
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Clio
Authenticate Clio
Now, click the Clio node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Clio settings. Authentication allows you to use Clio through Latenode.
Configure the Facebook Lead Ads and Clio Nodes
Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.
Set Up the Facebook Lead Ads and Clio Integration
Use various Latenode nodes to transform data and enhance your integration:
JavaScript
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AI Anthropic Claude 3
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Clio
Trigger on Webhook
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Facebook Lead Ads
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Iterator
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Webhook response
Save and Activate the Scenario
After configuring Facebook Lead Ads, Clio, and any additional nodes, don’t forget to save the scenario and click "Deploy." Activating the scenario ensures it will run automatically whenever the trigger node receives input or a condition is met. By default, all newly created scenarios are deactivated.
Test the Scenario
Run the scenario by clicking “Run once” and triggering an event to check if the Facebook Lead Ads and Clio integration works as expected. Depending on your setup, data should flow between Facebook Lead Ads and Clio (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Facebook Lead Ads + Clio + Slack: When a new lead is captured in Facebook Lead Ads, a new contact is created in Clio, and a notification is sent to the legal team in Slack to inform them of the new lead and the created contact.
Clio + Facebook Lead Ads + Google Sheets: When a new contact is created in Clio, retrieve the associated lead details from Facebook Lead Ads and log both the Clio client data and Facebook lead information into a Google Sheet for reporting and analysis.
About Facebook Lead Ads
Capture Facebook Lead Ads data directly in Latenode. Automatically qualify leads, send follow-up emails, or update your CRM in real time. Use Latenode's visual editor and JavaScript node for custom filtering and routing. Scale your lead management without complex code or expensive per-step pricing.
Related categories
About Clio
Automate legal workflows with Clio in Latenode. Sync client data, trigger document generation, and manage tasks based on case updates, avoiding manual data entry. Integrate Clio with other apps like email and payment gateways for streamlined legal process automation. Latenode’s visual editor makes building these flows simple.
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How can I connect my Facebook Lead Ads account to Clio using Latenode?
To connect your Facebook Lead Ads account to Clio on Latenode, follow these steps:
Can I automatically create new Clio contacts from Facebook Leads?
Yes, with Latenode, you can. Automatically create contacts in Clio the instant someone fills out your Facebook Lead Ad. Latenode's visual editor and advanced logic make this seamless, improving lead response time.
What types of tasks can I perform by integrating Facebook Lead Ads with Clio?
Integrating Facebook Lead Ads with Clio allows you to perform various tasks, including:
Can I filter leads from Facebook Lead Ads before they're added to Clio?
Yes, Latenode allows you to filter leads using various criteria like location or budget, ensuring only qualified leads are added to Clio automatically.
Are there any limitations to the Facebook Lead Ads and Clio integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: