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Set up your first integration
Quickly connect Clio to Zoho CRM with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate Clio with Zoho CRM - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "New Activity" from Clio.
Add your action
An action happens after the trigger—such as "Add Attachment" in Zoho CRM.
You’re connected!
Zapier seamlessly connects Clio and Zoho CRM, automating your workflow.
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.
- New Activity
Triggers when a new activity is created.
Try ItTriggerInstant - Bill State Updated
Triggers when the state of a bill has changed.
Try ItTriggerInstant - New Communication
Triggers when a new communication is created.
Try ItTriggerInstant - New Document
Triggers when a new document is created.
Try ItTriggerPolling
- New Bill
Triggers when a new bill is created.
Try ItTriggerInstant - New Calendar Entry
Triggers when a new calendar entry is created.
Try ItTriggerInstant - Contact Type
Try ItTriggerInstant- New Matter
Triggers when a new matter is created.
Try ItTriggerInstant
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Practical ways you can use Clio and Zoho CRM
Sync new clients with CRM.
When a new contact is added in Clio, Zapier automatically creates a new contact record in Zoho CRM. This removes the need for manual data entry, ensuring your client information in Clio syncs seamlessly with your CRM for a single source of truth.
Business OwnerTrack potential leads in practice management.
When a new lead is created in Zoho CRM, Zapier creates a new matter in Clio. This helps the marketing or sales teams ensure that potential legal clients are properly tracked and managed from the very first interaction.
Marketing & Marketing OpsLearn how to automate Zoho CRM on the Zapier blog
Frequently Asked Questions about Clio + Zoho CRM integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Clio and Zoho CRM
How do I integrate Clio with Zoho CRM?
We can integrate Clio with Zoho CRM using Zapier to automate workflows. You'll set up triggers in Clio, such as a new contact or updated matter, and define actions in Zoho CRM, like creating or updating a contact.
What triggers are available for Clio in this integration?
Clio offers several triggers including 'New Contact', 'New Matter', and 'Updated Task'. These allow you to initiate actions in Zoho CRM seamlessly based on these events.
Can I update an existing contact in Zoho CRM when there's a new contact in Clio?
Yes, using our automation, when there's a new contact created in Clio, you can set it to either create a new contact or update an existing one in Zoho CRM based on matching criteria.
Are there pre-built templates available for integration between Clio and Zoho CRM?
We offer several pre-built Zap templates that make it easier to start your integration between Clio and Zoho CRM. These templates cover common use cases like syncing contacts and updating records.
Is it possible to trigger an action when a task is completed in Clio?
Yes, when you mark a task as completed in Clio, this can act as a trigger to perform various actions in Zoho CRM such as creating tasks or updating records.
How can I ensure data sync accuracy between Clio and Zoho?
To ensure data sync accuracy, it's important to correctly map fields during the setup of your integration. This helps maintain consistency and accuracy within the data transferred.
What kind of support is available if I encounter issues during integration?
Support is available through our help center where extensive documentation is provided. You can also reach out directly for technical support if you encounter any issues during the setup process.
