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Question

Zapier Integration with Clio limited to Clio Manage?

  • August 15, 2024
  • 2 replies
  • 66 views
M

Hi All, 

My team and I are trying to build a Zap to send newly acquired contacts from our clients marketing CRM into their Clio Grow platform, but it doesn’t seem I am able to choose which Clio platform I can send them to and sends them to Clio Manage. Is there a way around this?

 

Thanks in advance!

This post has been closed for comments. Please create a new post if you need help or have a question about this topic.

2 replies

Troy Tessalone
Zapier Orchestrator & Solution Partner
Forum|alt.badge.img+14
  • Troy TessaloneZapier Orchestrator & Solution Partner
  • Zapier Orchestrator & Solution Partner
  • August 15, 2024

Hi @mmasi 

Info about using the Clio Lead Inbox API Endpoint to submit leads for Clio Grow.

https://docs.developers.clio.com/guides/clio-grow/lead-inbox-api/

 

 

Options for using app APIs in Zaps:

 

⚡ Troy Tessalone - AutomationAce.com | Platinum Zapier Solution Partner | #1 Zapier Community Contributor
SamB
Community Manager
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  • SamBCommunity Manager
  • Community Manager
  • August 21, 2024

Hi there @mmasi 👋

Were you able to get the leads added to the right Clio platform using the guides Troy shared here?

Please let us know whether or not you’re still in need of any assistance on this at all! 🙂

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