Two-way contact sync between Clio and Salesforce

ClioSalesforce

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

It takes 5 minutes to start syncing Clio with Salesforce

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no-strings-attached 14-day free trial

Other available connections on PieSync

More connections with Clio and Salesforce 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.

Salesforce

About Salesforce

Salesforce is one of the largest CRM solutions on the market. Main features such as lead scoring, forecasting tools, and team collaboration will help reach your goals. Get your marketing and sales departments aligned with better sales leads and quality pipelines.

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

With PieSync, as soon as a lead enters our CRM, it's available for a "one-click call-back" in the mobile phone of our sales team. It's fixing 3 problems at once: speed, data accuracy and sales' engagement with CRM.

Adrien JorgeCo-Founder