PieSync integrates Capsule with Clio for an automatic 2-way contacts sync. Every time you add or update a contact in Capsule, it is automatically synced with Clio, and vice versa - eliminating import/export!
Want to win time by managing just one application? Set up PieSync for free today and start syncing your Capsule and Clio contacts.
It takes 5 minutes to start syncing Capsule with Clio
no-strings-attached 14-day free trial
More connections with Capsule and Clio are available within the PieSync app. See all possible connections, keep an eye on our progress and vote for your preferred app.
PieSync works in the background and integrates your contacts two-way and in real time between your favorite cloud apps. This means you will have access to the most up to date customer information, no matter where you are or who entered the data.
Capsule is a powerful and simple tool that can be customized to fit your business, so you can keep track of everything important. Complete contact views, sales and task management are just a few features available to make sure you stay on top of your game!
With cloud-based Clio, lawyers can build a better practice from any device, at home or office. Manage cases, documents, bills, appointments, and clients, streamline your accounting tasks, and protect your information with bank-grade encryption and security audits.
We’re using PieSync to help a client of ours sync their contacts in two different CRM’s. In one CRM, contacts are signed up for a trial to use our client's software, and in the other CRM, this trial sign-up triggers an automated email workflow. Before PieSync, contacts would be sent from one CRM to the other upon creation. Later, if they signed up for a trial, their updated trial sign-up information wouldn’t be sent from one CRM to the other. This wouldn’t trigger the email automation campaign, and new trial users wouldn’t get the information they needed. Now we have PieSync, and that information is accurate, all the time. Let me know if you need some more information.
Our staff loves how easy it is to tag prospects and customers based on their industry and product interest in Insightly. PieSync’s intelligent syncing helps translate all of these tags effortlessly into various segmented e-mail campaigns in Mailchimp.