Clio + Microsoft Office 365 + Salesforce Integrations
How to connect Clio + Microsoft Office 365 + Salesforce
Zapier lets you send info between Clio and Microsoft Office 365 and Salesforce automatically—no code required. With 6,000+ supported apps, the possibilities are endless.
Choose a Trigger
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Choose an Action
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Do even more with Clio + Microsoft Office 365 + Salesforce
With Zapier, you can do more than just connect your apps - you can automate entire processes from beginning to end! Check out the following list of triggers and actions you can use with Clio, Microsoft Office 365, and Salesforce. And don’t forget that you can add more apps and actions to create complex workflows.
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How Clio + Microsoft Office 365 + Salesforce Integrations Work
- Step 1: Authenticate Clio, Microsoft Office 365, and Salesforce.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
About Clio
Clio is a practice management platform that helps lawyers work more efficiently by making it easy to do tasks like tracking time, managing matters, and generating invoices.
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App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier
About Microsoft Office 365
Microsoft Office 365 Business is a complete office suite in the cloud. It provides all the standard office products like Excel, Outlook, Word, SharePoint and more, but available from any internet enabled computer!
Zapier does not currently support Outlook.com addresses or Home 365 accounts, only business or Enterprise.
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About Salesforce
Salesforce is a leading enterprise customer relationship manager (CRM) application.