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    Agile CRM Integrations
    Clio Integrations

    Agile CRM and Clio integration

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    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.

    STEP 1

    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 integration

    Agile CRM

    Select a Trigger

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    STEP 2

    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.

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    Trigger

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    Clio integrationCheck

    Action

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    STEP 3

    Sync Agile CRM with Clio data

    Select which data to transfer when you integrate Clio with Agile CRM—customize how your apps exchange information.

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    Integrate Agile CRM with Clio now!

    Start FREE 7-day trial to connect Clio to Agile CRM and unlock all premium features!

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    Triggers 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

    Agile CRM integration

    Update Contact (beta)

    Triggers

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    Agile CRM integration

    Create Contact (beta)

    Triggers

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    Clio integration

    Person contact created

    Triggers

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    Clio integration

    Person contact updated

    Triggers

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    Actions 31

    Agile CRM integration

    Create Company

    Actions

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    Agile CRM integration

    Custom API request

    Actions

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    Clio integration

    Create person contact

    Actions

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    Clio integration

    Update person contact

    Actions

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    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.

    Integrate Clio with Agile CRM to harness the power of automation!

    With over 800 integrations on Albato including the ability to sync Clio with Agile CRM, you can streamline your tools into one cohesive system, maximizing your team's productivity.

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    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.

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    • 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 integrations

    Agile CRM

    Categories

    • CRM & ERP systems

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    Clio integrations

    Clio

    Categories

    • CRM & ERP systems
    • Accounting apps
    • Project & Task Management

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    Learn how to connect Clio to Agile CRM

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    Frequently asked questions about Agile CRM and Clio Integration

    Why is Albato the best alternative to Zapier for integrating Agile CRM and Clio?

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    Albato is the best alternative to Zapier because it’s about 30% cheaper, making it perfect for small businesses, startups, and entrepreneurs who want to save money on automation tools. Unlike other automation platforms, Albato has preserved its original no-code approach, so you don’t need any technical skills to set up automations between Agile CRM and Clio. It’s super easy to use, and you can create powerful workflows without the hassle.

    What really sets Albato apart is its excellent customer support — you get real people helping you, no matter which plan you’re on. So if you're looking for a more affordable, user-friendly solution for integrating Agile CRM and Clio, Albato is the way to go!

    Does Agile CRM integrate with Clio on the free plan?

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    Yes, you can integrate Agile CRM with Clio using Albato's free plan. Upon registration, you receive a 7-day trial with full access to all features, allowing you to set up and test your Clio and Agile CRM integration without limitations. After the trial, the free plan provides 100 transactions and up to 5 active automations, enabling you to maintain your Agile CRM Clio integration at no cost.

    How to connect Clio to Agile CRM for scheduled syncs?

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    To sync Clio with Agile CRM on a scheduled basis, Albato offers flexible scheduling options for your integrations. Whether you need data synchronization or workflow triggers at specific times, days of the week, or custom intervals, you can achieve this easily using API triggers. Simply configure the “Set Schedule” option to define the desired frequency—hourly, on specific weekdays, on selected days of the month, or through a fully customized schedule. Additionally, Albato provides the Scheduled Trigger, which allows you to activate your scenario according to your personalized timetable. This makes Agile CRM integration with Clio seamless and tailored to your specific needs.

    Does Agile CRM integrate with Clio in real time?

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    Yes, Agile CRM integrates with Clio in real time using Albato's flexible trigger system. This system supports two types of triggers: Webhook Triggers and API Triggers.
    Webhook Triggers: These triggers activate your Agile CRM integration with Clio instantly when a specified event occurs in the source application. They enable immediate data transfer and real-time synchronization between your applications.
    API Triggers: These triggers poll your system for new events at regular intervals—every 15 minutes, 10 minutes, or as frequently as every minute, depending on your subscription plan. While not instantaneous, they provide near real-time Agile CRM and Clio integration.
    You can identify the type of trigger by specific icons during the automation setup process in Albato. This allows you to choose the most suitable method for your Clio integration with Agile CRM, ensuring your workflows operate according to your requirements.

    How to connect Agile CRM to Clio?

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    Setting up an integration between Agile CRM and Clio on Albato is simple and requires no technical skills. Just follow these steps:
    1. Log in to your Albato account. If you don’t have one yet, sign up — it's quick and easy.
    2. Go to the Integrations section and select Agile CRM and Clio from the list of available apps.
    3. Choose triggers and actions. You’ll need to define an event in Agile CRM (the trigger) that will cause an action in Clio, such as sending data or creating an entry.
    4. Map the fields. Use Albato’s data mapping tool to match specific fields between Agile CRM and Clio, ensuring accurate data transfer.
    Once the integration is live, data will flow seamlessly between Agile CRM and Clio, automating your workflows and saving you time.

    How to connect Agile CRM to Clio to sync historical data?

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    To sync Agile CRM with Clio and transfer historical data, Albato provides a dedicated Migration Mode. This feature allows you to retrieve and send data from past periods, unlike real-time synchronization, which triggers automation only for new events occurring after setup.
    With Migration Mode, you can configure the transfer of data from any desired timeframe—whether for all historical records or through periodic migrations. To check if Migration Mode is available for your Clio integration with Agile CRM, log in to your Albato account, select the trigger event for your app, and look for the Migration Mode icon. If it's not visible or you need further clarification, feel free to contact our customer support team for assistance.

    How to connect Clio to Agile CRM for two-way synchronization?

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    To integrate Clio with Agile CRM for two-way synchronization, Albato uses a system of triggers and actions. You can link Agile CRM to Clio by setting up two separate automations. The first automation sent data from Agile CRM to Clio. For instance, when a record is created or updated in Agile CRM, the automation ensures the changes are reflected in Clio. The second automation works in reverse, updating Agile CRM when changes occur in Clio.
    To avoid infinite loops or duplicate updates, apply filters—such as updating only when specific data changes—and use unique record identifiers. This approach ensures seamless Clio Agile CRM integration and keeps your data consistent across both platforms.

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