CRM & ERP systems

Brevo and Clio integration

Q: Why is Albato the best alternative to Zapier for integrating Brevo and Clio?

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 Brevo 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 Brevo and Clio, Albato is the way to go!

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

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Efficient transaction management = lower costs

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 Brevo integration

In Brevo and Clio integration triggers start workflows when something happens, while actions make changes in response.

Triggers 11

Create contact

Triggers

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Update contact

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Person contact created

Triggers

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Person contact updated

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Actions 24

Create contact

Actions

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Update contact

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Create person contact

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Update person contact

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What users say about Albato

Great Zapier Alternative. Albato has great potential and offers an incredibly generous deal right now.

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G2 reviews

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.

Rida Z.

G2 reviews

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.

G2 reviews

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.

Keith T.

G2 reviews

How to Connect Brevo to Clio

Create powerful Brevo integration with Clio in just a few simple steps.

STEP 1

Connect Brevo to Clio

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

STEP 2

Build a workflow for your Brevo and Clio integration

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

Trigger

Actions

STEP 3

Map your data

Pick the fields you want to transfer between Brevo and Clio. Customize the data flow to match your process.

Synс data

Launch your integration!

Start your FREE 7-day trial to activate the Brevo + Clio integration and access all premium features.

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Integrate Brevo with Clio to bring greater efficiency and organization to your business operations. This integration allows you to automatically sync customer data, manage sales pipelines, and track business activities in real time, reducing manual tasks and the risk of human error. With Brevo and Clio working together, your teams can stay aligned across departments, ensuring that all updates are reflected seamlessly across platforms. Whether you’re handling lead tracking, managing invoicing, or optimizing customer service, this integration simplifies your workflow and ensures that every department has access to up-to-date information. Elevate your business processes with the seamless connectivity that Brevo and Clio provide.

Clio integration with Brevo

Brevo

Brevo seamlessly integrates with over 1,000+ applications through Albato, offering a vast landscape of automation opportunities for merchants. This integration power is rooted in a solid API foundation, allowing Brevo to connect with essential tools such as Google Sheets, Google Calendar, Slack, Salesforce, Microsoft Teams, Quickbooks Online, Typeform, HubSpot, Shopify, and Squarespace. With Albato's integration capabilities, Brevo users can automate transactional emails and update customer profiles directly from these applications. Key features include the ability to sync customer data with Google Sheets for analytics, schedule targeted emails based on calendar events, streamline team communication via Slack and Microsoft Teams, manage sales and customer interactions with Salesforce and HubSpot, and even automate e-commerce processes with Shopify and Squarespace. This comprehensive integration and automation capability ensures that merchants can leverage Brevo's marketing power across a broad spectrum of applications, optimizing customer engagement and boosting retention through efficient, data-driven strategies.

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.

Learn how to connect Clio to Brevo

2 min. read

Brevo: Grow revenue with automation

In this article, you will learn how Brevo automates marketing campaigns across Email, SMS, WhatsApp, and chat for over 500,000 trusted companies.

Frequently asked questions about Brevo and Clio Integration

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

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 Brevo 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 Brevo and Clio, Albato is the way to go!

Does Brevo integrate with Clio on the free plan?

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

How to connect Clio to Brevo for scheduled syncs?

To sync Clio with Brevo 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 Brevo integration with Clio seamless and tailored to your specific needs.

Does Brevo integrate with Clio in real time?

Yes, Brevo 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 Brevo 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 Brevo 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 Brevo, ensuring your workflows operate according to your requirements.

How to connect Brevo to Clio?

Setting up an integration between Brevo and Clio on Albato is simple and requires no technical skills. Just follow these steps:

Log in to your Albato account. If you don’t have one yet, sign up — it's quick and easy.
Go to the Integrations section and select Brevo and Clio from the list of available apps.
Choose triggers and actions. You’ll need to define an event in Brevo (the trigger) that will cause an action in Clio, such as sending data or creating an entry.
Map the fields. Use Albato’s data mapping tool to match specific fields between Brevo and Clio, ensuring accurate data transfer.

Once the integration is live, data will flow seamlessly between Brevo and Clio, automating your workflows and saving you time.

How to connect Brevo to Clio to sync historical data?

To sync Brevo 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 Brevo, 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 Brevo for two-way synchronization?

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

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Brevo and Clio integration

Clear pricing with no hidden fees

Efficient transaction management = lower costs

Move your historical data in just a few clicks

Talk to support that actually helps—fast

Trusted by 10,000+ teams around the world

Triggers and actions for Clio and Brevo integration

Create contact

Update contact

Person contact created

Person contact updated

Create contact

Update contact

Create person contact

Update person contact

What users say about Albato

How to Connect Brevo to Clio

Connect Brevo to Clio

Build a workflow for your Brevo and Clio integration

Map your data

How does the integration with Brevo and Clio works in Albato?

Clio integration with Brevo

Brevo

Clio

Learn how to connect Clio to Brevo

Brevo: Grow revenue with automation

Frequently asked questions about Brevo and Clio Integration

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

Does Brevo integrate with Clio on the free plan?

How to connect Clio to Brevo for scheduled syncs?

Does Brevo integrate with Clio in real time?

How to connect Brevo to Clio?

How to connect Brevo to Clio to sync historical data?

How to connect Clio to Brevo for two-way synchronization?

Build your automation for free!