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How to connect Clio and Close CRM
Create a New Scenario to Connect Clio and Close CRM
In the workspace, click the “Create New Scenario” button.
Add the First Step
Add the first node – a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a Clio, triggered by another scenario, or executed manually (for testing purposes). In most cases, Clio or Close CRM will be your first step. To do this, click "Choose an app," find Clio or Close CRM, and select the appropriate trigger to start the scenario.
Add the Clio Node
Select the Clio node from the app selection panel on the right.
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Add the Close CRM Node
Next, click the plus (+) icon on the Clio node, select Close CRM from the list of available apps, and choose the action you need from the list of nodes within Close CRM.
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Authenticate Close CRM
Now, click the Close CRM node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Close CRM settings. Authentication allows you to use Close CRM through Latenode.
Configure the Clio and Close CRM Nodes
Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.
Set Up the Clio and Close CRM Integration
Use various Latenode nodes to transform data and enhance your integration:
- Branching: Create multiple branches within the scenario to handle complex logic.
- Merging: Combine different node branches into one, passing data through it.
- Plug n Play Nodes: Use nodes that don’t require account credentials.
- Ask AI: Use the GPT-powered option to add AI capabilities to any node.
- Wait: Set waiting times, either for intervals or until specific dates.
- Sub-scenarios (Nodules): Create sub-scenarios that are encapsulated in a single node.
- Iteration: Process arrays of data when needed.
- Code: Write custom code or ask our AI assistant to do it for you.
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Trigger on Webhook
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Save and Activate the Scenario
After configuring Clio, Close CRM, and any additional nodes, don’t forget to save the scenario and click "Deploy." Activating the scenario ensures it will run automatically whenever the trigger node receives input or a condition is met. By default, all newly created scenarios are deactivated.
Test the Scenario
Run the scenario by clicking “Run once” and triggering an event to check if the Clio and Close CRM integration works as expected. Depending on your setup, data should flow between Clio and Close CRM (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Most powerful ways to connect Clio and Close CRM
Clio + Google Sheets + Close CRM: When a bill is created in Clio, its details are added to a Google Sheet. Subsequently, the client's record in Close CRM is updated with information about the new bill.
Close CRM + Clio + Slack: When a lead status changes in Close CRM, a new project is created in Clio. A notification with the project details is then sent to the legal team via Slack.
Clio and Close CRM integration alternatives
About Clio
Automate legal workflows with Clio in Latenode. Sync client data, trigger document generation, and manage tasks based on case updates, avoiding manual data entry. Integrate Clio with other apps like email and payment gateways for streamlined legal process automation. Latenode’s visual editor makes building these flows simple.
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About Close CRM
Automate Close CRM tasks in Latenode to streamline sales processes. Automatically update deals, create tasks, or trigger follow-ups based on custom events. Integrate Close CRM with other apps like Slack or Google Sheets to centralize your data and communication flows using Latenode’s visual editor and flexible logic.
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See how Latenode works
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FAQ Clio and Close CRM
How can I connect my Clio account to Close CRM using Latenode?
To connect your Clio account to Close CRM on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Clio and click on "Connect".
- Authenticate your Clio and Close CRM accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automate lead creation in Close CRM from new Clio clients?
Yes, you can! Latenode allows automated lead creation, saving time. Use our visual editor to seamlessly sync client data and streamline your sales process.
What types of tasks can I perform by integrating Clio with Close CRM?
Integrating Clio with Close CRM allows you to perform various tasks, including:
- Creating new Close CRM leads from new Clio clients.
- Updating Close CRM opportunity stages based on Clio matter status.
- Automatically logging Clio billable hours as notes in Close CRM.
- Syncing contact information between Clio and Close CRM in real time.
- Triggering Close CRM tasks when a new document is added in Clio.
How secure is Clio data when integrated with Close CRM on Latenode?
Latenode employs industry-standard security protocols, ensuring secure data transfer and protection for both Clio and Close CRM.
Are there any limitations to the Clio and Close CRM integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations might require JavaScript code blocks.
- Real-time sync depends on the API rate limits of Clio and Close CRM.
- Custom field mapping requires familiarity with both platforms' data structures.
