CRM & ERP systems • Accounting apps

Clio and Close integration

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

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 Clio and Close. 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 Clio and Close, Albato is the way to go!

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How Albato works

With Albato, you can easily integrate Close with Clio using an intuitive no-code builder. Whether you want to sync Close with Clio or connect Close to Clio, our platform makes it simple.

How to Connect Clio to Close

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

STEP 1

Connect Clio to Close

To connect Close to Clio, log in to Albato, select both apps, and follow the easy setup prompts. Integrate Clio with Close with just a few clicks!

Clio

Select a Trigger

STEP 2

Create workflow for Close and Clio integration

Decide what happens when you sync Clio with Close—set up triggers in one app to automatically initiate actions in the other.

Trigger

Action

STEP 3

Sync Clio with Close data

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

Synс data

Integrate Clio with Close now!

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Triggers and actions for Close and Clio integration

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

Triggers 17

Person contact created

Triggers

Try Clio integrations!

Person contact updated

Triggers

Try Clio integrations!

New contact

Triggers

Try Close integrations!

New sms

Triggers

Try Close integrations!

Actions 35

Create person contact

Actions

Try Clio integrations!

Update person contact

Actions

Try Clio integrations!

Update contact

Actions

Try Close integrations!

Create task

Actions

Try Close integrations!

Make your integration smarter with AI

Enhance your Close and Clio integration using AI. Extract, condense, and transform your data with top AI models such as OpenAI, Claude AI, Jasper AI and more.

Start with Clio and Close integration templates!

Connect Clio to Close to link essential parts of your business

When you connect Clio to Close, you can automate processes for any business size or industry. Here's how different companies integrate Clio with Close using Albato.

New lead submits form

Create New Contact

Check сompany size

Send a welcome message

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.

Close integration with Clio

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.

Close

Elevate your sales and productivity by integrating Close with over 800+ applications via Albato. This powerful integration, fortified by Close's extensive API, allows you to connect, integrate, and automate your CRM activities seamlessly. With Albato, Close becomes even more potent, enabling integrations with vital tools such as Google Sheets for advanced data management and reporting, Google Calendar for scheduling and reminders, Slack and Microsoft Teams for team collaboration, Salesforce and HubSpot for an encompassing CRM strategy, QuickBooks Online for financial tracking, Typeform for survey and lead generation, Shopify for e-commerce activities, and Squarespace for web content management. Utilize the versatile triggers and actions provided by these integrations to tailor your workflow, automate repetitive tasks, and ensure your sales team focuses on what they do best – closing deals.

Learn how to connect Close to Clio

2 min. read

Connect Clio to Albato: Ultimate Guide to Integrating with 800+ Apps

Learn how to integrate Clio with Albato to access over 800 applications. Our comprehensive guide provides easy-to-follow steps to enhance your legal practice management and automate your business operations efficiently

Frequently asked questions about Clio and Close Integration

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

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 Clio and Close. 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 Clio and Close, Albato is the way to go!

Does Clio integrate with Close on the free plan?

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

How to connect Close to Clio for scheduled syncs?

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

Does Clio integrate with Close in real time?

Yes, Clio integrates with Close 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 Clio integration with Close 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 Clio and Close 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 Close integration with Clio, ensuring your workflows operate according to your requirements.

How to connect Clio to Close?

Setting up an integration between Clio and Close 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 Clio and Close from the list of available apps.
Choose triggers and actions. You’ll need to define an event in Clio (the trigger) that will cause an action in Close, such as sending data or creating an entry.
Map the fields. Use Albato’s data mapping tool to match specific fields between Clio and Close, ensuring accurate data transfer.

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

How to connect Clio to Close to sync historical data?

To sync Clio with Close 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 Close integration with Clio, 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 Close to Clio for two-way synchronization?

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

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Clio and Close integration

Trusted by over 200,000+ users

How Albato works

How to Connect Clio to Close

Connect Clio to Close

Create workflow for Close and Clio integration

Sync Clio with Close data

Integrate Clio with Close now!

Triggers and actions for Close and Clio integration

Person contact created

Person contact updated

New contact

New sms

Create person contact

Update person contact

Update contact

Create task

Make your integration smarter with AI

Start with Clio and Close integration templates!

Integrate Close with Clio to harness the power of automation!

Connect Clio to Close to link essential parts of your business

Never miss a lead or deal again!

Close integration with Clio

Clio

Close

Learn how to connect Close to Clio

Connect Clio to Albato: Ultimate Guide to Integrating with 800+ Apps

Frequently asked questions about Clio and Close Integration

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