If you’re balancing client management in Clio with email campaigns in Active Campaign, you know how frustrating it is when contact data doesn’t match up between systems. CiraHub offers a better way to handle this.
This guide shows you how to create a two-way sync between your Clio software and the Active Campaign platform. By following these steps, you’ll build a bridge that automatically keeps client information consistent across both systems. This means your marketing campaigns will always target the right contacts with up-to-date information, while new leads captured through Active Campaign can flow into your Clio database.
How to Two-Way Sync Between Clio and Active Campaign
1. Sign into the CiraHub dashboard using your credentials. You would be taken to the onboarding wizard.
2. Click the +Spoke button at the top of the dashboard.
3. Next, you’ll have to set up your Hub & Spoke. Click “CRMs” as your source type of your calendar spoke.
4. Select “Clio” as our contact source, then click “Next.”
5. Now, you’ll need to sign in using your Clio credentials. Click “Sign into Clio” to proceed.
6. Select a default Clio company which will be assigned to contacts when the corresponding company cannot be found in a synchronization and click next.
7. Name your Clio spoke and click “Create.” You should now see your Clio spoke attached to your Hub on the CiraHub dashboard.
8. Click the +Spoke button to add another spoke on the CiraHub dashboard.
9. Click “CRMs”, then select “ActiveCampaign.”
10. Enter your ActiveCampaign Access URL and Key.
11. Type in a Spoke name and click Next.
12. Type in a Hub name and click next.
13. Next, right-click your spoke, and select “Sync Options”. From there you will be taken to a new window, click the box which says, “Allow Hub to create and sync items in this spoke.” This will enable 2-way contact synchronization between the Hub and your spoke.
14. On the CiraHub dasboard, right click on each Hub and click “Allow Hub to create and sync items in this spoke”. This will enable two-way synchronization from the endpoint to the hub database and back. Select Categorize Data in Spoke if you would like to filter specific items you would like to sync.
15. Click “Sync Now” to sync contacts between the Hub and spokes you have created. Your contacts should populate automatically now and be reflect all changes across both platforms.
Mission accomplished! This two-way sync between Clio and Active Campaign will ensure that communications are always targeted, relevant, and based on the most current information available.
Learn More About CiraHub!
CiraHub is a two-way sync platform for shared contacts and calendars for Microsoft 365, Exchange Server, and other Microsoft Enterprise Applications users. The software is designed to make it easy for people lacking IT expertise to set up shared contact and calendar sync for their company. Click here to learn more about how you can start a CiraHub trial today!
