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How Zapier works

Zapier makes it easy to integrate Clio with Salesforce - no code necessary. See how you can get setup in minutes.

Select a trigger from Clio

A trigger is an event that starts your Zap and runs the workflow. For example, with Clio, a trigger could be "New Activity."
A trigger is the event that kicks off your automated workflow.

Setup an action from Salesforce

An action is what takes place after the automation is triggered. For example, with Salesforce, the action could be "Add Contact to Campaign."
An action is the event that your automated workflow performs when triggered.

That’s it! You just connected Clio to Salesforce

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Triggers and actions are the main components of every automated workflow.

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Customers have created over 25 million Zaps on the platform

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The average user takes less than 6 minutes to set up a Zap

Make work flow with AI

Level up your Clio to Salesforce integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
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Frequently Asked Questions about Clio + Salesforce integrations

New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Clio and Salesforce

How do I integrate Clio with Salesforce using your platform?

You can integrate Clio with Salesforce by setting up a Zap in our platform. Begin by selecting Clio as your trigger app and Salesforce as your action app, then follow the prompt to connect your accounts. You can choose triggers such as 'New Matter' in Clio and link them to actions like 'Create Record' in Salesforce.

What triggers are available for Clio when integrating with Salesforce?

For Clio, we provide various triggers including 'New Matter', 'Updated Task', and 'New Contact'. These triggers help keep your data in sync by automatically initiating actions in Salesforce whenever an event occurs in Clio.

Can I update existing records in Salesforce using this integration?

Yes, you can update existing records in Salesforce. By setting up an appropriate action like 'Update Record', you can ensure that changes in Clio—such as updated client information—are reflected immediately in your Salesforce records.

What types of actions can be performed in Salesforce through this integration?

In the integration with Clio, you can perform several actions within Salesforce, such as creating or updating records, adding contacts to campaigns, or even generating tasks based on activities logged within Clio.

Is there a limit to how many times triggers can fire between Clio and Salesforce?

The number of times a trigger can fire is subject to the plan you have with us. Each trigger event from Clio—for instance, when a new matter is created—will consume one task from your monthly task limit when it initiates an action in Salesforce.

Do I need any special permissions or settings within Clio or Salesforce to set up the integration?

To set up the integration you need admin access on both platforms. In Clio, ensure you have permissions to manage apps and API access enabled. Similarly in Salesforce, make sure you have permission to create and update relevant objects through API calls.

How often is data synchronized between Clio and Salesforce using this integration?

Data synchronization between Clio and Salesforce occurs based on the real-time triggers you've set up. As soon as an event takes place (e.g., a new contact is added), it's immediately processed according to the specified action steps for instant synchronization.

Connect Clio and Salesforce to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.
An illustration representing how to automate lead management with Zapier.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.
An illustration representing how to measure campaign impact with Zapier.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.
An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.
An illustration representing how to move and manage data with Zapier.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.
An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.