Clio is a CRM and marketing tools used by 1,000's of attorneys across the country. It would be great if Ring Central had an integration with Clio.
Updated: RingCentral for Clio is live! Visit https://www.clio.com/app-directory/ringcentral-for-clio/ for the extension.
Please note, there is a preliminary issue where the extension doesn't match phone numbers with contacts due to a phone number format issue. The extension only recognizes contact phone numbers with international standard format-- +(country code)XXXXXXXXXX versus (XXX)XXX-XXX or XXX-XXX-XXXX, etc. Our developers are working with Clio for a resolution.
Hello, our development team is working on a unified CRM extension and is asking for additional and specific use case scenarios. If you would like to be connected to the software engineer working on this and help collaborate, please email firstname.lastname@example.org with your contact and use case information. Thank you!