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    Clio Integrations
    Microsoft Dynamics CRM 365 Integrations

    CRM & ERP systems • Accounting apps

    Clio and Microsoft Dynamics CRM 365 integration

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    How Albato works

    With Albato, you can easily integrate Microsoft Dynamics CRM 365 with Clio using an intuitive no-code builder. Whether you want to sync Microsoft Dynamics CRM 365 with Clio or connect Microsoft Dynamics CRM 365 to Clio, our platform makes it simple.

    How to Connect Clio to Microsoft Dynamics CRM 365

    Create powerful Clio integration with Microsoft Dynamics CRM 365 in just a few simple steps.

    STEP 1

    Connect Clio to Microsoft Dynamics CRM 365

    To connect Microsoft Dynamics CRM 365 to Clio, log in to Albato, select both apps, and follow the easy setup prompts. Integrate Clio with Microsoft Dynamics CRM 365 with just a few clicks!

    Clio {targetApp} integration

    Clio

    Select a Trigger

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    STEP 2

    Create workflow for Microsoft Dynamics CRM 365 and Clio integration

    Decide what happens when you sync Clio with Microsoft Dynamics CRM 365—set up triggers in one app to automatically initiate actions in the other.

    Clio {targetApp} integrationArrow

    Trigger

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    Microsoft Dynamics CRM 365 {targetApp} integrationCheck

    Action

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    STEP 3

    Sync Clio with Microsoft Dynamics CRM 365 data

    Select which data to transfer when you integrate Microsoft Dynamics CRM 365 with Clio—customize how your apps exchange information.

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    Synс data

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    Synс data

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    Synс data

    Integrate Clio with Microsoft Dynamics CRM 365 now!

    Start FREE 7-day trial to connect Microsoft Dynamics CRM 365 to Clio and unlock all premium features!

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    Background

    Triggers and actions for Microsoft Dynamics CRM 365 and Clio integration

    In Clio and Microsoft Dynamics CRM 365 integration triggers start workflows when something happens, while actions make changes in response.

    Triggers 8

    Clio {targetApp} integration

    Person contact created

    Triggers

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    Clio {targetApp} integration

    Person contact updated

    Triggers

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    Microsoft Dynamics CRM 365 {targetApp} integration

    A New Entity

    Triggers

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    Microsoft Dynamics CRM 365 {targetApp} integration

    Updating an Entity

    Triggers

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    Actions 24

    Clio {targetApp} integration

    Create company contact

    Actions

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    Clio {targetApp} integration

    Update company contact

    Actions

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    Microsoft Dynamics CRM 365 {targetApp} integration

    Create an Entity

    Actions

    Try Microsoft Dynamics CRM 365 integrations!
    Microsoft Dynamics CRM 365 {targetApp} integration

    Update an Entity

    Actions

    Try Microsoft Dynamics CRM 365 integrations!
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    Background

    Start with Clio and Microsoft Dynamics CRM 365 integration templates!

      Integrate Microsoft Dynamics CRM 365 with Clio to harness the power of automation!

      With over 800 integrations on Albato including the ability to sync Microsoft Dynamics CRM 365 with Clio, you can streamline your tools into one cohesive system, maximizing your team's productivity.

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      Connect Clio to Microsoft Dynamics CRM 365 to link essential parts of your business

      When you connect Clio to Microsoft Dynamics CRM 365, you can automate processes for any business size or industry. Here's how different companies integrate Clio with Microsoft Dynamics CRM 365 using Albato.

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      App Integration
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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.

      Microsoft Dynamics CRM 365 integration with Clio

      Clio integrations

      Clio

      Categories

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

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      Microsoft Dynamics CRM 365 integrations

      Microsoft Dynamics CRM 365

      Categories

      • CRM & ERP systems
      • Microsoft

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      Learn how to connect Microsoft Dynamics CRM 365 to Clio

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      Frequently asked questions about Clio and Microsoft Dynamics CRM 365 Integration

      Why is Albato the best alternative to Zapier for integrating Clio and Microsoft Dynamics CRM 365?
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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 Clio and Microsoft Dynamics CRM 365. 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 Microsoft Dynamics CRM 365, Albato is the way to go!
      Does Clio integrate with Microsoft Dynamics CRM 365 on the free plan?
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      Yes, you can integrate Clio with Microsoft Dynamics CRM 365 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 Microsoft Dynamics CRM 365 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 Microsoft Dynamics CRM 365 integration at no cost.
      How to connect Microsoft Dynamics CRM 365 to Clio for scheduled syncs?
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      To sync Microsoft Dynamics CRM 365 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 Microsoft Dynamics CRM 365 seamless and tailored to your specific needs.
      Does Clio integrate with Microsoft Dynamics CRM 365 in real time?
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      Yes, Clio integrates with Microsoft Dynamics CRM 365 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 Microsoft Dynamics CRM 365 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 Microsoft Dynamics CRM 365 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 Microsoft Dynamics CRM 365 integration with Clio, ensuring your workflows operate according to your requirements.
      How to connect Clio to Microsoft Dynamics CRM 365?
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      Setting up an integration between Clio and Microsoft Dynamics CRM 365 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 Clio and Microsoft Dynamics CRM 365 from the list of available apps.
      3. Choose triggers and actions. You’ll need to define an event in Clio (the trigger) that will cause an action in Microsoft Dynamics CRM 365, such as sending data or creating an entry.
      4. Map the fields. Use Albato’s data mapping tool to match specific fields between Clio and Microsoft Dynamics CRM 365, ensuring accurate data transfer.
      Once the integration is live, data will flow seamlessly between Clio and Microsoft Dynamics CRM 365, automating your workflows and saving you time.
      How to connect Clio to Microsoft Dynamics CRM 365 to sync historical data?
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      To sync Clio with Microsoft Dynamics CRM 365 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 Microsoft Dynamics CRM 365 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 Microsoft Dynamics CRM 365 to Clio for two-way synchronization?
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      To integrate Microsoft Dynamics CRM 365 with Clio for two-way synchronization, Albato uses a system of triggers and actions. You can link Clio to Microsoft Dynamics CRM 365 by setting up two separate automations. The first automation sent data from Clio to Microsoft Dynamics CRM 365. For instance, when a record is created or updated in Clio, the automation ensures the changes are reflected in Microsoft Dynamics CRM 365. The second automation works in reverse, updating Clio when changes occur in Microsoft Dynamics CRM 365.
      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 Microsoft Dynamics CRM 365 Clio integration and keeps your data consistent across both platforms.

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