Two-way contact sync between Clio and Microsoft Dynamics 365

ClioMicrosoft Dynamics 365

PieSync integrates Clio with Microsoft Dynamics 365 for an automatic 2-way contacts sync. Every time you add or update a contact in Clio, it is automatically synced with Microsoft Dynamics 365, 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 Clio and Microsoft Dynamics 365 contacts.

It takes 5 minutes to start syncing Clio with Microsoft Dynamics 365

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Other available connections on PieSync

More connections with Clio and Microsoft Dynamics 365 are available within the PieSync app. See all possible connections, keep an eye on our progress and vote for your preferred app.

About PieSync

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.

Clio

About Clio

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.

Microsoft Dynamics 365

About Microsoft Dynamics 365

Microsoft Dynamics 365 is a cloud-based CRM that focuses on intelligent customer engagement, and allows companies to market and sell more productively and smarter to their customers. Native integrations to other Microsoft products make this a powerful CRM.

Try it out for yourself

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.

Michel DevisscherGeneral Manager
Medys

This is a great app that does exactly what it is supposed to do and in a very simple way. I use it to keep my contacts in sync between CRM's and it does a great job of that.

Kevin JohnsonAssociate Broker