

Agile CRM and Clio integration
How Albato works
With Albato, you can easily integrate Clio with Agile CRM using an intuitive no-code builder. Whether you want to sync Clio with Agile CRM or connect Clio to Agile CRM, our platform makes it simple.
How to Connect Agile CRM to Clio
Create powerful Agile CRM integration with Clio in just a few simple steps.
Connect Agile CRM to Clio
To connect Clio to Agile CRM, log in to Albato, select both apps, and follow the easy setup prompts. Integrate Agile CRM with Clio with just a few clicks!

Agile CRM
Select a Trigger
Create workflow for Clio and Agile CRM integration
Decide what happens when you sync Agile CRM with Clio—set up triggers in one app to automatically initiate actions in the other.

Trigger

Action
Sync Agile CRM with Clio data
Select which data to transfer when you integrate Clio with Agile CRM—customize how your apps exchange information.
Synс data
Synс data
Synс data
Integrate Agile CRM with Clio now!
Start FREE 7-day trial to connect Clio to Agile CRM and unlock all premium features!
Try this integration!7-Day free trialTriggers and actions for Clio and Agile CRM integration
In Agile CRM and Clio integration triggers start workflows when something happens, while actions make changes in response.
Triggers 13

Update Contact (beta)

Create Contact (beta)

Person contact created

Person contact updated
Actions 31

Create Company

Custom API request

Create person contact

Update person contact


Make your integration smarter with AI
Enhance your Clio and Agile CRM integration using AI. Extract, condense, and transform your data with top AI models such as OpenAI, Claude AI, Jasper AI and more.
Connect Agile CRM to Clio to link essential parts of your business
When you connect Agile CRM to Clio, you can automate processes for any business size or industry. Here's how different companies integrate Agile CRM with Clio using Albato.









Never miss a lead or deal again!
Automate your entire lead journey from the first contact to the closed deal. While competitors lose prospects in routine tasks, your team will stay ahead by handling every lead—even during peak times.
Clio integration with Agile CRM

Agile CRM
With Agile CRM's flexible API and Albato's powerful integration capabilities, it's now simpler than ever to connect Agile CRM with over 800+ applications, enhancing your CRM experience with a broad array of functionalities ranging from e-commerce and email marketing to accounting and social networking. By integrating Agile CRM via Albato, you unlock the potential to automate and streamline workflows across a wide range of applications such as WooCommerce, Email, MailChimp, QuickBooks Online, Shopify, Outlook, Google Contacts, and LinkedIn. This seamless integration allows you to effortlessly automate actions like adding contacts to campaigns, scoring and tagging contacts, creating events, tasks, tickets, deals, companies, and contacts within Agile CRM. Triggers such as contact and deal updates or creations activate these actions, ensuring real-time synchronization and efficiency across your business tools.
Categories
- CRM & ERP systems

Clio
Simplify legal client management with Clio integration via Albato, connecting you to over 800+ popular applications. Automate workflows triggered by the creation and updating of person or company contacts. Perform actions like creating, updating, and finding contacts seamlessly. Improve legal operations with Clio integration and Albato.
Categories
- CRM & ERP systems
- Accounting apps
- Project & Task Management