Have you been searching for a way to keep your Google Workspace Clio contacts in sync? CiraHub does just that, eliminating the constant toggling between platforms to update client information that can eat away at your productive hours.
This guide walks you through how to create a two-way sync between Clio and Google Workspace. By connecting these tools, you can ensure that contact updates made in Gmail, Google Contacts, or Clio automatically reflect across all systems. No more duplicate entries, no matter which platform you’re using. Follow the steps below to achieve a more efficient digital environment for your law practice.
How to Two-Way Sync Between Clio and Google Workspace
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 «Workspace Directory».
10. Enter a Gmail username and password to access your data, or click «Sign in with Google» to access existing Google accounts you have already saved. If you enter an email under «invite user,» it will allow you to access additional user mailboxes which you do not have control of. (Note: You will not be able to add them as a spoke until the user grants permission).
11. Name your Spoke name and click «CREATE»
12. Next, right-click on each spoke, and select “Sync Options”, then click Allow the Hub to create and sync items in this spoke, then SAVE.
12. 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.
All done! You’ve successfully bridged the sync gap between Clio and Google Workspace. With this two-way sync in place, your team can use whichever platform they prefer while keeping contact information consistent everywhere.
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!
