Two-way contact sync between OroCRM and Clio
PieSync integrates OroCRM with Clio for an automatic 2-way contacts sync. Every time you add or update a contact in OroCRM, 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 OroCRM and Clio contacts.
It takes 5 minutes to start syncing OroCRM with Clio
no-strings-attached 14-day free trial
Other available connections on PieSync
More connections with OroCRM and Clio 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.
About OroCRM
OroCRM is a flexible open-source Customer Relationship Management (CRM) solution that offers a 360-degree view of the customer. Whether a business sells online, through brick-and-mortar stores, or both, get a single account view across sales, marketing, and customer support teams for business intelligence insights.
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.
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.
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.