Is your law firm struggling to keep clients‘ contact information consistent between Clio and HubSpot? That disconnect between your practice’s management and marketing tools might be costing your firm valuable time and creating unnecessary confusion.
CiraHub is the perfect solution for you. This guide shows you how to create a two-way sync between Clio and HubSpot. By connecting these platforms, you can make sure contact updates, lead status changes, and client information stay the same across both platforms. Read on to learn more.
How to Two-Way Sync Between Clio and HubSpot
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 „HubSpot„.
10. Click “Sign in” with HubSpot.
11. Sign in with your HubSpot Email and Password.
12. Click on the “Connect App” option to link CiraHub to your HubSpot account. This will give CiraHub access to your contacts lists and CRM data in HubSpot so you can two-way sync HubSpot contacts.
13. Type in a Spoke name and click next.
14. Type in a Hub name and click next.
15. Next, right-click your spoke, and select “Sync Options” to sync between SharePoint and HubSpot.
16. On the CiraHub dasboard, right click on each spoke and tick „Allow Hub to sync items in this spoke“ then, click „Next.“ This will enable two-way synchronization from the endpoint to the hub database and back.
17. On the CiraHub dashboard, 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.
There you have it! With Clio and HubSpot synced to each other, your marketing and legal case management will be perfectly aligned. Enjoy a smooth, integrated experience that makes your teams more productive.
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!
