PieSync integrates Mixmax with Clio for an automatic 2-way contacts sync. Every time you add or update a contact in Mixmax, it is automatically synced with Clio, and vice versa - eliminating import/export!
Syncing Mixmax with Clio is currently on our roadmap. Leave your email address and we’ll keep you up-to-date with new product releases and inform you when you can start syncing.
Leave your email address and we’ll keep you up-to-date with new product releases and inform you when you can start syncing Mixmax with Clio.
More connections with Mixmax and Clio are available within the PieSync app. See all possible connections, keep an eye on our progress and vote for your preferred app.
Mixmax is the next generation of email that improves your team's communication for unparalleled results. The all-in one platform gives you one-click scheduling, templates, sequences (mail merge), Salesforce integration, team sharing, accurate reporting and much more right inside your inbox. Let Mixmax do all of the heavy lifting, so your team can focus on doing their job.
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!
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.