RELATED IDEAS
Integrate with Clio
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.
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ADMIN RESPONSEJun 14, 2023
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 ideas@ringcentral.com with your contact and use case information. Thank you!
I downloaded and installed the integration but not exactly clear on how it operates within Clio. I was able to make a call from within Clio using the Ring Central extension but I do not see anywhere to leave post-call notes or any entry in the Clio call log reflecting the call. Are there instructions or a user manual anywhere that explains how this actually works?
Hey! Are there any updates on Clio integration? Thank you!
@Jessica - use of a third party system that we must pay for does not satisfy a request for RingCentral to integrate with Clio. The third party systems are clunky, require payment, and are unsatisfactory. It is a misrepresentation to say that an integration with clio has been implemented when it relies upon paid third parties.
Looks like there are a couple Clio options ran through Zappier, PieSync, and Pipedream: https://www.ringcentral.com/apps/search?q=clio
Definitely would love to see this integration. Like RC, Clio has a plethora of integrations and would be awesome to see both platforms connect!
Hey, Peggy! Thanks for this idea.
We'll make sure to get this to the integrations team, but in the meantime, we do have an open API and encourage you to work with Clio to see if they'd like to connect!