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Set up your first integration
Quickly connect Clio to HubSpot with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate Clio with HubSpot - 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 "Update Contact Subscription Preferences" in HubSpot.
You’re connected!
Zapier seamlessly connects Clio and HubSpot, 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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Connect Clio and HubSpot 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.
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Learn how to automate HubSpot on the Zapier blog
Frequently Asked Questions about Clio + HubSpot integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Clio and HubSpot
How do I set up the Clio and HubSpot integration?
To set up the Clio and HubSpot integration, you'll first need to connect both apps through your Zapier account. Start by selecting Clio as your trigger app and HubSpot as your action app. Then, choose a specific trigger event in Clio that will kick off the automation and an action event in HubSpot that you want to occur automatically.
What are some common triggers available for Clio in this integration?
Some common triggers for Clio include 'New Matter', 'New Contact', or 'Task Completed'. These triggers allow you to automate actions in HubSpot when specific events occur in Clio, helping streamline your workflow.
Can I create a new contact in HubSpot when I add a new client in Clio?
Yes, you can create a new contact in HubSpot by setting 'New Client' as the trigger event in Clio. Once this trigger is activated, our integration will automatically add a new contact to your HubSpot CRM.
Is it possible to update existing contacts on HubSpot based on changes made in Clio?
Yes, you can update existing contacts on HubSpot by using triggers like 'Client Updated' from Clio. When this trigger occurs, our system can execute actions such as updating associated contact information in HubSpot accordingly.
What types of actions can be automated within HubSpot through this integration?
Through our integration, various actions such as adding or updating deals, creating new tasks, or even managing lists can be automated within HubSpot based on the chosen triggers from Clio.
Can tasks created in Clio be tracked through HubSpot?
Certainly! By setting up an appropriate Zap where a task created or completed in Clio signals an action such as task creation or status update in HubSpot, seamless tracking is possible between these two platforms.
How secure is the data transfer between Clio and HubSpot when using our integration?
We prioritize security highly. Data transferred between Clio and HubSpot using our service is encrypted during transit ensuring that both your client and business information remain confidential and protected at all times.
