PieSync integrates Microsoft Dynamics 365 with Clio for an automatic 2-way contacts sync. Every time you add or update a contact in Microsoft Dynamics 365, 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 Microsoft Dynamics 365 and Clio contacts.
It takes 5 minutes to start syncing Microsoft Dynamics 365 with Clio
no-strings-attached 14-day free trial
More connections with Microsoft Dynamics 365 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.
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.
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.
Everything works smoothly with PieSync. After a 10-minute setup we were able to sync our contacts between Salesforce and HubSpot. In Salesforce we collect information about clients and prospects that, thanks to the sync, we can use in HubSpot for marketing purposes. I would definitely recommend it!
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.