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    Bigin by Zoho CRM
    Clio
    Accounting apps

    Bigin by Zoho CRM and Clio integration

    Build smart, no-code workflows with Bigin by Zoho CRM and Clio using triggers, actions, and AI logic—automate any process in minutes.

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    Efficient transaction management = lower costs

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    Move your historical data in just a few clicks

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    Super easy platform for automations. It's very easy to use. UX and UI is clean and not confusing as other similar apps.

    David K.

    Triggers and actions for Clio and Bigin by Zoho CRM integration

    In Bigin by Zoho CRM and Clio integration triggers start workflows when something happens, while actions make changes in response.

    Triggers 17

    Bigin by Zoho CRM integration

    New call

    Triggers

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    Bigin by Zoho CRM integration

    New company

    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 38

    Bigin by Zoho CRM integration

    Create call

    Actions

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    Bigin by Zoho CRM integration

    Create company

    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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    A good alternative to zapier, make and IFTT. I like the prices they are really cheap compared to the other companies. The support team and the documentation is on point. The UI and the automations possible are what I love most about Albato.

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    Super easy platform for automations. It's very easy to use. UX and UI is clean and not confusing as other similar apps.

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    A tool which is best fit for Automation newbie! The integration of Slack and Calendly has been a game-changer for our team, allowing us to efficiently close more deals.

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    How to Connect Bigin by Zoho CRM to Clio

    Create powerful Bigin by Zoho CRM integration with Clio in just a few simple steps.

    STEP 1

    Connect Bigin by Zoho CRM to Clio

    Log in to Albato, select Bigin by Zoho CRM and Clio, and follow the quick setup steps—no coding required. Integrate Bigin by Zoho CRM with Clio with just a few clicks!

    ShopifyFacebookBigin by Zoho CRM integrationBigin by Zoho CRM integrationSlackClickup
    STEP 2

    Build a workflow for your Bigin by Zoho CRM and Clio integration

    Define what should happen in one app when something changes in the other. Create a seamless workflow that runs on autopilot.

    Bigin by Zoho CRM integrationArrow

    Trigger

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    Clio integrationCheck

    Actions

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    STEP 3

    Map your data

    Pick the fields you want to transfer between Bigin by Zoho CRM and Clio. Customize the data flow to match your process.

    Check

    Synс data

    Check

    Synс data

    Check

    Synс data

    Launch your integration!

    Start your FREE 7-day trial to activate the Bigin by Zoho CRM + Clio integration and access all premium features.

    Get started free7-Day free trial

    How does the integration with Bigin by Zoho CRM and Clio works in Albato?

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    Clio integration with Bigin by Zoho CRM

    Bigin by Zoho CRM integrations

    Bigin by Zoho CRM

    Categories

    • Accounting apps

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    Learn how to connect Clio to Bigin by Zoho CRM

    Frequently asked questions about Bigin by Zoho CRM and Clio Integration

    Why is Albato the best alternative to Zapier for integrating Bigin by Zoho 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 Bigin by Zoho 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 Bigin by Zoho CRM and Clio, Albato is the way to go!

    Does Bigin by Zoho CRM integrate with Clio on the free plan?

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    Yes, you can integrate Bigin by Zoho 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 Bigin by Zoho CRM integration without limitations. After the trial, the free plan provides 100 transactions and up to 5 active automations, enabling you to maintain your Bigin by Zoho CRM Clio integration at no cost.

    How to connect Clio to Bigin by Zoho CRM for scheduled syncs?

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    To sync Clio with Bigin by Zoho 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 Bigin by Zoho CRM integration with Clio seamless and tailored to your specific needs.

    Does Bigin by Zoho CRM integrate with Clio in real time?

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    Yes, Bigin by Zoho 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 Bigin by Zoho 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 Bigin by Zoho 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 Bigin by Zoho CRM, ensuring your workflows operate according to your requirements.

    How to connect Bigin by Zoho CRM to Clio?

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    Setting up an integration between Bigin by Zoho 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 Bigin by Zoho CRM and Clio from the list of available apps.
    3. Choose triggers and actions. You’ll need to define an event in Bigin by Zoho 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 Bigin by Zoho CRM and Clio, ensuring accurate data transfer.
    Once the integration is live, data will flow seamlessly between Bigin by Zoho CRM and Clio, automating your workflows and saving you time.

    How to connect Bigin by Zoho CRM to Clio to sync historical data?

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    To sync Bigin by Zoho 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 Bigin by Zoho 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 Bigin by Zoho CRM for two-way synchronization?

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    To integrate Clio with Bigin by Zoho CRM for two-way synchronization, Albato uses a system of triggers and actions. You can link Bigin by Zoho CRM to Clio by setting up two separate automations. The first automation sent data from Bigin by Zoho CRM to Clio. For instance, when a record is created or updated in Bigin by Zoho CRM, the automation ensures the changes are reflected in Clio. The second automation works in reverse, updating Bigin by Zoho 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 Bigin by Zoho CRM integration and keeps your data consistent across both platforms.

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