Start syncing Clio Manage and LionDesk two-way

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  • Quick and easy setup
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Discover how PieSync can make your cloud apps work together

When contacts are tagged in Clio Manage, update certain properties in LionDesk
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When Clio Manage contacts are from a certain region, merge their contacts data with those of LionDesk
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When contacts are considered a supplier in Clio Manage, update their LionDesk contact details
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When contacts are not yet converted leads in Clio Manage, have the contacts enriched by LionDesk 's social data
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When contacts are owned by a salesperson in Clio Manage, match them up to contacts in LionDesk
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When contacts have lead status 'New' in Clio Manage, update a custom field in LionDesk
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When contacts have not opted out in Clio Manage, keep them in sync with LionDesk
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When Clio Manage contacts are from a certain region, apply a category to them in LionDesk
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When Clio Manage contacts are from a certain location, apply tags to them in LionDesk or remove them too
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When phone numbers are added or updated in Clio Manage, give them a specific rating in LionDesk
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When new contacts are added in Clio Manage, make them a VIP in LionDesk
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When custom attributes are updated in Clio Manage, update a custom field in LionDesk
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Accurate & real-time data

PieSync will keep your customer data in sync across all your apps and devices. Two-way and in real-time.

Save time

No more manual exporting & importing of contact lists. No more inaccurate or missing data.

Easy & Secure

Intuitive and straightforward set-up in under 5 min. No coding required. Enterprise level security.

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