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How to connect HubSpot and Clio
Create a New Scenario to Connect HubSpot and Clio
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 HubSpot, triggered by another scenario, or executed manually (for testing purposes). In most cases, HubSpot or Clio will be your first step. To do this, click "Choose an app," find HubSpot or Clio, and select the appropriate trigger to start the scenario.
Add the HubSpot Node
Select the HubSpot node from the app selection panel on the right.
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Add the Clio Node
Next, click the plus (+) icon on the HubSpot node, select Clio from the list of available apps, and choose the action you need from the list of nodes within Clio.
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Authenticate Clio
Now, click the Clio node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Clio settings. Authentication allows you to use Clio through Latenode.
Configure the HubSpot and Clio 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 HubSpot and Clio 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 HubSpot, Clio, 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 HubSpot and Clio integration works as expected. Depending on your setup, data should flow between HubSpot and Clio (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Most powerful ways to connect HubSpot and Clio
HubSpot + Clio + Google Sheets: When a contact is created or updated in HubSpot, their information, along with associated case details from Clio, are summarized and added to a Google Sheet for tracking key metrics.
Clio + HubSpot + Zoom: When a new case is created in Clio, the automation uses contact information from HubSpot to schedule a Zoom meeting and automatically send an invite.
HubSpot and Clio integration alternatives
About HubSpot
Sync HubSpot contacts, deals, and marketing data with other apps in Latenode for automated workflows. Update records, trigger email sequences based on behavior, or generate reports. Use Latenode’s visual editor and affordable pricing to build complex, scalable marketing automation without code or per-step fees. Connect to CRMs, databases, and analytics tools.
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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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FAQ HubSpot and Clio
How can I connect my HubSpot account to Clio using Latenode?
To connect your HubSpot account to Clio on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select HubSpot and click on "Connect".
- Authenticate your HubSpot and Clio accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automate lead nurturing based on case status?
Yes, trigger HubSpot emails based on Clio case updates. Latenode's visual editor and logic blocks make this easy, improving client engagement and freeing up your team.
What types of tasks can I perform by integrating HubSpot with Clio?
Integrating HubSpot with Clio allows you to perform various tasks, including:
- Create a Clio contact when a new contact is added in HubSpot.
- Update HubSpot contacts when their case details change in Clio.
- Trigger email sequences in HubSpot for new Clio clients.
- Log client communications from HubSpot in Clio as case notes.
- Sync contact information bi-directionally between HubSpot and Clio.
How does Latenode handle data mapping between HubSpot and Clio?
Latenode offers flexible data mapping, including custom JavaScript functions and AI to ensure data consistency and accuracy across platforms.
Are there any limitations to the HubSpot and Clio integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Historical data migration requires custom workflow design.
- Complex data transformations may require JavaScript knowledge.
- Rate limits of HubSpot and Clio APIs may impact high-volume data syncs.
