Clio and Close CRM integration
Automate Clio + Close CRM workflows
Connect Clio and Close CRM with powerful automation workflows to sync client data, automate case management, and streamline legal business processes without manual data entry.
Capabilities
Triggers & Actions
Every event and operation available when connecting Clio and Close CRM — from both apps.
Bills Events (Instant)
Calendar Entries Events (Instant)
Communications Events (Instant)
Contacts Events (Instant)
Documents Events (Instant)
Setup
Connect both apps in 3 steps
No developer needed. From credentials to live workflow in under 10 minutes.
Connect Clio
Authenticate Clio in Latenode's Credentials panel. You'll need access to your Clio account and permissions to create connections.
Connect Close CRM
Add Close CRM credentials (OAuth or API key, depending on the app). Latenode stores credentials securely and never saves your passwords.
Build and go live
Pick a trigger and an action, test with real data, then toggle your workflow to Live — done.
Build your Clio + Close CRM automation
Choose a trigger and an action to build your workflow.
When this happens in Clio...
...do this in Close CRM
Describe your automation — press Build to open it in the editor.
Yes! Latenode provides a native integration between Clio and Close CRM. You can connect them in minutes using our visual workflow builder — no coding required.
Use cases
Explore each app
Start from either hub, then mix triggers and actions with the rest of your stack.
About Clio
Clio is a cloud-based legal practice management software designed to streamline the operations of law firms. It provides tools for case management, document management, time tracking, billing, and client collaboration. With Clio, users can organize their cases, automate billing processes, and enhance client communication, all from one intuitive platform. The software integrates with various applications, allowing legal professionals to optimize their workflow and focus on providing exceptional service to their clients.
Learn moreAbout Close CRM
Close CRM is a powerful sales communication platform designed to help teams manage leads and close deals more effectively. With features such as built-in calling, automated follow-ups, customizable workflows, and detailed reporting, Close CRM streamlines the sales process by consolidating all communication and data in one place. Its intuitive interface allows users to track interactions, prioritize tasks, and collaborate seamlessly, making it an essential tool for sales teams looking to enhance productivity and drive revenue growth.
Learn moreStart automating Clio + Close CRM today
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