Contacts in Clio CRM using RC App Connect
Our office is having trouble making RingCentral recognize our Clio phone number. We are looking to add notes to our calls and have those notes appear in our Clio call log. Since RingCentral has not recognized our Clio contacts, we can’t have our call notes appear in Clio. Attached is a screenshot of me calling my personal phone and adding notes. You can see that RingCentral does not recognize it as a contact. Yet, in the screenshot with Clio, I am, in fact, a contact within our Clio system.

The Clio API has limitations that can make successful lookup of contacts difficult right out of the box. But we have features to help mitigate this issue. Please read the documentation:
https://ringcentral.github.io/rc-unified-crm-extension/crm/clio/
Meanwhile, we are speaking with Clio about trying to improve this part of their API if possible.