In Clio Grow, the lead inbox captures leads coming in from third-party integrations and from any integration that you build. When leads come in, you can review them before adding them as contacts and/or matters or you can delete them from your lead inbox.
With lead sources, you can keep track of how a prospective client or client found your firm. You can also add referral relationships if a contact referred the prospective client.
Set up lead inbox
To get started with receiving leads in your lead inbox, you need to connect the lead inbox to a third-party integration using your unique inbox token. When a lead is submitted to Clio Grow from a third-party source, the lead will be created in the lead inbox. Follow the steps below to access your Clio Grow lead inbox token.
- Go to Settings > Integrations.
- Scroll down to Clio Grow inbox.
- Click Copy to copy the inbox token.
Enable lead inbox notifications
You can choose to receive email notifications when a new lead is added to the lead inbox. To enable or disable this setting:
- Go to Settings > Personal.
- Scroll down to Notification settings.
- Check or uncheck the box for Email me when a new lead is added to the inbox.
Manage leads in lead inbox
When you receive a new lead in your lead inbox, you can create a contact, use quick intake to create a contact and matter if the lead is a potential client, or ignore the lead. If you ignore the lead, it will go into a hidden or ignored state. You can either restore the ignored lead or permanently delete it. If you signed up for Google's Local Services Ads for Clio, you can also dispute leads and view disputed leads. Learn more here.
- Click Leads in the left navigation menu.
- Select Marketing to view leads for your marketing channels or Clio Scheduler to view leads submitted from your Clio Scheduler booking link.
- Select the New leads subtab and then find your lead.
- Click the Add lead dropdown and select Add Contact or Quick Intake.
- Click Leads in the left navigation menu.
- Select Marketing to view leads for your marketing channels or Clio Scheduler to view leads submitted from your Clio Scheduler booking link.
- Select the New leads subtab and then find your lead.
- Click Ignore.
- Click Leads in the left navigation menu.
- Select Marketing to view leads for your marketing channels or Clio Scheduler to view leads submitted from your Clio Scheduler booking link.\
- Select the Ignored subtab and then find your lead.
- Select Restore to restore a lead or select Delete All to delete all ignored leads.
Lead inbox API endpoint
If you create your own integration, you can connect it to the lead inbox using Clio’s API endpoint, which lets you submit leads into Clio Grow via a web form or other source using a POST request in JSON format.
There are five basic data fields, two URL/source parameters to track the source of the lead, and an API authorization token that connects the request to the appropriate user’s account in Clio Grow. See below for this information.
POST fields
- First name (required)
- Last name (required)
- Email (optional)
- Phone number (optional)
- Message (required)
URL and source
These should be hidden fields on a web form and are both required:
- Referral URL: intended to be the URL of the webpage where the lead was submitted. You can pass in some static text.
- Source: intended to be the name of the service submitting the lead. This will be used to identify the source and distinguish it from any other integrations.
API token
This should be a hidden field if you are submitting the lead from a web form. It is by itself in the JSON object with the parameter name “inbox_lead_token.” Use your inbox token to connect the account.
Important: You need to add an “Accept” header of “application/JSON” to accept a JSON response. You should receive a 201-response message with the JSON parameters of the lead that was created in Clio Grow.
Note: All message field data will be created as a note in Clio Grow. You can add additional web form fields as part of the “from_message” by separating them using the straight slash symbol. For example: “from_message” : “field 1: | field 2: | field 3”,
Create and manage lead sources
Once a lead source is created, you can add it to a contact when creating the contact or when using quick intake. You can also change a contact’s lead source at any time in main Contacts overview page or when viewing a single contact’s page.
- Go to Settings > Contacts > Lead Sources.
- Click New Source.
- Name the lead source.
- Click Create Source.
- Go to Settings > Contacts > Lead Sources.
- Click Edit.
- Rename the lead source.
- Click Create Source.
- Go to Settings > Contacts > Lead Sources.
- Click Delete.
- Click OK.
