PieSync integrates Smartsheet with Clio for an automatic 2-way contacts sync. Every time you add or update a contact in Smartsheet, it is automatically synced with Clio, and vice versa - eliminating import/export!
Syncing Smartsheet 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 Smartsheet with Clio.
More connections with Smartsheet and Clio are available within the PieSync app. See all possible connections, keep an eye on our progress and vote for your preferred app.
Smartsheet is an intuitive spreadsheet-like app that is used broadly to track and manage diverse types of work including: team projects and task lists, customer information, sales pipelines, event schedules, and business processes.
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.
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.
Your approach is not only safe, but puts the power in our hands. I used to be in the data business many years ago, so your solution makes perfect sense. It helps me develop an approach to keep my information up to date and synchronized.