{"id":57580,"date":"2025-10-27T12:17:15","date_gmt":"2025-10-27T20:17:15","guid":{"rendered":"https:\/\/cirahub.com\/sin-categorizar\/como-sincronizar-contactos-entre-clio-y-zoho-en-ambos-sentidos\/"},"modified":"2025-10-27T12:17:15","modified_gmt":"2025-10-27T20:17:15","slug":"como-sincronizar-contactos-entre-clio-y-zoho-en-ambos-sentidos","status":"publish","type":"post","link":"https:\/\/cirahub.com\/es\/soporte\/como-sincronizar-contactos-entre-clio-y-zoho-en-ambos-sentidos\/","title":{"rendered":"C\u00f3mo sincronizar contactos entre Clio y Zoho en ambos sentidos"},"content":{"rendered":"<article class=\"w-full text-token-text-primary focus-visible:outline-2 focus-visible:outline-offset-[-4px]\" dir=\"auto\" data-testid=\"conversation-turn-7\" data-scroll-anchor=\"true\">\n<div class=\"m-auto text-base py-[18px] px-6\">\n<div class=\"mx-auto flex flex-1 text-base gap-4 md:gap-5 lg:gap-6 md:max-w-3xl lg:max-w-[40rem] xl:max-w-[48rem]\">\n<div class=\"group\/conversation-turn relative flex w-full min-w-0 flex-col agent-turn @xs\/thread:px-0 @sm\/thread:px-1.5 @md\/thread:px-4\">\n<div class=\"flex-col gap-1 md:gap-3\">\n<div class=\"flex max-w-full flex-col flex-grow\">\n<div class=\"min-h-8 text-message relative flex w-full flex-col items-end gap-2 whitespace-normal break-words text-start [.text-message+&amp;]:mt-5\" dir=\"auto\" data-message-author-role=\"assistant\" data-message-id=\"c322bb96-8f3a-4d9e-bf8f-918b0bb16348\" data-message-model-slug=\"gpt-4o\">\n<div class=\"flex w-full flex-col gap-1 empty:hidden first:pt-[3px]\">\n<div class=\"markdown prose w-full break-words dark:prose-invert light\">\n<p data-start=\"62\" data-end=\"434\">Los profesionales del \u00e1mbito jur\u00eddico conf\u00edan en Clio para la gesti\u00f3n de casos y en Zoho para CRM y operaciones comerciales.<\/p>\n<p data-start=\"62\" data-end=\"434\">Mantener los datos de contacto sincronizados entre estas plataformas puede resultar bastante dif\u00edcil sin una plataforma de sincronizaci\u00f3n, especialmente cuando la informaci\u00f3n de los clientes cambia con frecuencia.<\/p>\n<p data-start=\"62\" data-end=\"434\">Con una sincronizaci\u00f3n bidireccional, cada actualizaci\u00f3n realizada en Clio o Zoho se refleja autom\u00e1ticamente en el otro, lo que reduce el riesgo de registros obsoletos o incompletos.<\/p>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/article>\n<h2 data-start=\"365\" data-end=\"594\"><span class=\"ez-toc-section\" id=\"Como_sincronizar_contactos_entre_Clio_y_Zoho_en_ambos_sentidos\"><\/span>C\u00f3mo sincronizar contactos entre Clio y Zoho en ambos sentidos<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p><span class=\"TextRun SCXW174676568 BCX0\" lang=\"EN-US\" data-contrast=\"none\" xml:lang=\"EN-US\"><span class=\"NormalTextRun SCXW174676568 BCX0\">1. Inicie sesi\u00f3n en CiraHub y haga clic en el icono A\u00f1adir conector en la parte superior de su panel de control de CiraHub. <\/span><\/span><\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-56975\" src=\"https:\/\/cirahub.com\/wp-content\/uploads\/2025\/02\/add-spoke.jpg\" alt=\"\" width=\"572\" height=\"251\" srcset=\"https:\/\/cirahub.com\/wp-content\/uploads\/2025\/02\/add-spoke.jpg 572w, https:\/\/cirahub.com\/wp-content\/uploads\/2025\/02\/add-spoke-480x211.jpg 480w\" sizes=\"(min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) 572px, 100vw\" \/><\/p>\n<p><span class=\"TextRun SCXW253371727 BCX0\" lang=\"EN-US\" data-contrast=\"auto\" xml:lang=\"EN-US\"><span class=\"NormalTextRun SCXW253371727 BCX0\">2. A continuaci\u00f3n, inicie la configuraci\u00f3n del centro y los conectores. Haga clic en \u00abCRMs\u00bb como su tipo de fuente para su conector de contactos. (El centro contiene todos los contactos sincronizados de cada conector; un conector puede ser una carpeta p\u00fablica, un buz\u00f3n de usuario, el GAL o un CRM).  <\/span><\/span><\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-56933\" src=\"https:\/\/cirahub.com\/wp-content\/uploads\/2025\/02\/click-on-crms.jpg\" alt=\"\" width=\"714\" height=\"543\" srcset=\"https:\/\/cirahub.com\/wp-content\/uploads\/2025\/02\/click-on-crms.jpg 714w, https:\/\/cirahub.com\/wp-content\/uploads\/2025\/02\/click-on-crms-480x365.jpg 480w\" sizes=\"(min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) 714px, 100vw\" \/><\/p>\n<p>3. Seleccione Clio como tipo de portavoz de contacto.<\/p>\n<p><img decoding=\"async\" src=\"https:\/\/cirahub.com\/wp-content\/uploads\/2025\/02\/click-on-clio.jpg\"><\/p>\n<p>4. Haga clic en Iniciar sesi\u00f3n con Clio.<\/p>\n<p><img decoding=\"async\" src=\"https:\/\/cirahub.com\/wp-content\/uploads\/2025\/02\/click-sign-in-with-clio.jpg\"><\/p>\n<p>5. Seleccione una empresa Clio predeterminada que se asignar\u00e1 a los contactos cuando no se encuentre la empresa correspondiente en una sincronizaci\u00f3n y haga clic en Siguiente.<\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-56937\" src=\"https:\/\/cirahub.com\/wp-content\/uploads\/2025\/02\/select-default-clio-company.jpg\" alt=\"\" width=\"859\" height=\"698\" srcset=\"https:\/\/cirahub.com\/wp-content\/uploads\/2025\/02\/select-default-clio-company.jpg 859w, https:\/\/cirahub.com\/wp-content\/uploads\/2025\/02\/select-default-clio-company-480x390.jpg 480w\" sizes=\"(min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) 859px, 100vw\" \/><\/p>\n<p>6. Escriba un nombre para el conector y haga clic en Crear.<\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-56941\" src=\"https:\/\/cirahub.com\/wp-content\/uploads\/2025\/02\/type-in-a-spoke-name-and-click-create-2.jpg\" alt=\"\" width=\"858\" height=\"689\" srcset=\"https:\/\/cirahub.com\/wp-content\/uploads\/2025\/02\/type-in-a-spoke-name-and-click-create-2.jpg 858w, https:\/\/cirahub.com\/wp-content\/uploads\/2025\/02\/type-in-a-spoke-name-and-click-create-2-480x385.jpg 480w\" sizes=\"(min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) 858px, 100vw\" \/><\/p>\n<p>6. Ahora deber\u00eda ver su nuevo conectores Clio a\u00f1adido a la configuraci\u00f3n de su centro y conectores.<\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-56950\" src=\"https:\/\/cirahub.com\/wp-content\/uploads\/2025\/02\/clio-spoke-added-to-hub.jpg\" alt=\"\" width=\"1413\" height=\"813\" srcset=\"https:\/\/cirahub.com\/wp-content\/uploads\/2025\/02\/clio-spoke-added-to-hub.jpg 1413w, https:\/\/cirahub.com\/wp-content\/uploads\/2025\/02\/clio-spoke-added-to-hub-1280x736.jpg 1280w, https:\/\/cirahub.com\/wp-content\/uploads\/2025\/02\/clio-spoke-added-to-hub-980x564.jpg 980w, https:\/\/cirahub.com\/wp-content\/uploads\/2025\/02\/clio-spoke-added-to-hub-480x276.jpg 480w\" sizes=\"(min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) and (max-width: 980px) 980px, (min-width: 981px) and (max-width: 1280px) 1280px, (min-width: 1281px) 1413px, 100vw\" \/><\/p>\n<p><span data-contrast=\"none\">7. Seleccione la opci\u00f3n a\u00f1adir un conector adicional.<\/span><\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-56991\" src=\"https:\/\/cirahub.com\/wp-content\/uploads\/2025\/02\/add-a-spoke.jpg\" alt=\"\" width=\"263\" height=\"195\"><\/p>\n<h3><span class=\"ez-toc-section\" id=\"Paso_2_Crear_un_conector_para_Zoho\"><\/span>Paso 2: Crear un conector para Zoho<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><iframe title=\"Zoho V2\" src=\"https:\/\/player.vimeo.com\/video\/852447548?dnt=1&amp;app_id=122963\" width=\"1080\" height=\"608\" frameborder=\"0\" allow=\"autoplay; fullscreen; picture-in-picture; clipboard-write; encrypted-media; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\"><\/iframe><\/p>\n<p><span data-contrast=\"none\">8. Seleccione <a href=\"https:\/\/www.zoho.com\/index1.html\">Zoho<\/a> como el tipo de conector de los contactos.<\/span><\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-57025\" src=\"https:\/\/cirahub.com\/wp-content\/uploads\/2025\/03\/select-zoho-crm.jpg\" alt=\"\" width=\"858\" height=\"691\" srcset=\"https:\/\/cirahub.com\/wp-content\/uploads\/2025\/03\/select-zoho-crm.jpg 858w, https:\/\/cirahub.com\/wp-content\/uploads\/2025\/03\/select-zoho-crm-480x387.jpg 480w\" sizes=\"(min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) 858px, 100vw\" \/><\/p>\n<p><span data-contrast=\"none\">9. Seleccione Zoho Credentials para acceder a sus datos. <\/span><\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-57029\" src=\"https:\/\/cirahub.com\/wp-content\/uploads\/2025\/03\/sign-in-with-zoho.jpg\" alt=\"\" width=\"858\" height=\"695\" srcset=\"https:\/\/cirahub.com\/wp-content\/uploads\/2025\/03\/sign-in-with-zoho.jpg 858w, https:\/\/cirahub.com\/wp-content\/uploads\/2025\/03\/sign-in-with-zoho-480x389.jpg 480w\" sizes=\"(min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) 858px, 100vw\" \/><\/p>\n<p><span data-contrast=\"none\">10. Inicie sesi\u00f3n en su cuenta Zoho. <\/span><\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-57033\" src=\"https:\/\/cirahub.com\/wp-content\/uploads\/2025\/03\/zoho-sign-in.jpg\" alt=\"\" width=\"492\" height=\"489\" srcset=\"https:\/\/cirahub.com\/wp-content\/uploads\/2025\/03\/zoho-sign-in.jpg 492w, https:\/\/cirahub.com\/wp-content\/uploads\/2025\/03\/zoho-sign-in-480x477.jpg 480w\" sizes=\"(min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) 492px, 100vw\" \/><\/p>\n<p><span data-ccp-props=\"{\"201341983\":0,\"335559739\":160,\"335559740\":259}\">11. Haga clic en Aceptar para dar acceso a CiraHub a su cuenta Zoho. <\/span><\/p>\n<p><img decoding=\"async\" class=\"\" src=\"https:\/\/cirahub.com\/wp-content\/uploads\/2023\/03\/connect-to-zoho-connector.png\" width=\"341\" height=\"313\"><\/p>\n<p>12. Introduzca un nombre de conector y haga clic en CREAR.<\/p>\n<p><img decoding=\"async\" class=\"\" src=\"https:\/\/cirahub.com\/wp-content\/uploads\/2023\/03\/zoho-spoke.png\" width=\"627\" height=\"437\"><\/p>\n<p><span class=\"EOP SCXW89754526 BCX0\" data-ccp-props=\"{\"201341983\":0,\"335559738\":240,\"335559739\":240,\"335559740\":276}\">13.<\/span> A continuaci\u00f3n, haga clic con el bot\u00f3n derecho del rat\u00f3n en su conector y seleccione \u00abOpciones de sincronizaci\u00f3n\u00bb.<\/p>\n<p><img decoding=\"async\" src=\"https:\/\/cirahub.com\/wp-content\/uploads\/2025\/03\/clio-sync-options.jpg\"><\/p>\n<p>14.  <span class=\"TextRun SCXW76201369 BCX0\" lang=\"EN-US\" data-contrast=\"none\" xml:lang=\"EN-US\"><span class=\"NormalTextRun SCXW76201369 BCX0\">Haga clic en \u00abAutorizar centro\u00bb para crear y sincronizar elementos en este conector. Esto permitir\u00e1 la sincronizaci\u00f3n bidireccional desde el endpoint a la base de datos del centro y viceversa.<\/span><\/span><\/p>\n<p><img decoding=\"async\" src=\"https:\/\/cirahub.com\/wp-content\/uploads\/2025\/02\/allow-hub-to-create-and-sync-items.jpg\"><\/p>\n<p>15. Haga clic en \u00abSincronizar ahora\u00bb para sincronizar los contactos entre Clio y Zoho en ambos sentidos.<\/p>\n<p><span data-contrast=\"none\"> <img decoding=\"async\" src=\"https:\/\/cirahub.com\/wp-content\/uploads\/2025\/02\/Click-sync-now-2.jpg\"><\/span><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Los profesionales del \u00e1mbito jur\u00eddico conf\u00edan en Clio para la gesti\u00f3n de casos y en Zoho para CRM y operaciones comerciales. Mantener los datos de contacto sincronizados entre estas plataformas puede resultar bastante dif\u00edcil sin una plataforma de sincronizaci\u00f3n, especialmente cuando la informaci\u00f3n de los clientes cambia con frecuencia. Con una sincronizaci\u00f3n bidireccional, cada actualizaci\u00f3n [&hellip;]<\/p>\n","protected":false},"author":9,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"page-cirahub.php","format":"standard","meta":{"_et_pb_use_builder":"","_et_pb_old_content":"","_et_gb_content_width":"","footnotes":""},"categories":[42],"tags":[],"ppma_author":[374],"class_list":["post-57580","post","type-post","status-publish","format-standard","hentry","category-soporte"],"authors":[{"term_id":374,"user_id":9,"is_guest":0,"slug":"jon-harris","display_name":"jlh@ciraapps.com","avatar_url":"https:\/\/secure.gravatar.com\/avatar\/c8f87026173c8bb1e783c78eac6f1b77bc2bc6d4861a18f530c9baa52d7b425e?s=96&d=mm&r=g","0":null,"1":"","2":"","3":"","4":"","5":"","6":"","7":"","8":""}],"_links":{"self":[{"href":"https:\/\/cirahub.com\/es\/wp-json\/wp\/v2\/posts\/57580","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/cirahub.com\/es\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/cirahub.com\/es\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/cirahub.com\/es\/wp-json\/wp\/v2\/users\/9"}],"replies":[{"embeddable":true,"href":"https:\/\/cirahub.com\/es\/wp-json\/wp\/v2\/comments?post=57580"}],"version-history":[{"count":0,"href":"https:\/\/cirahub.com\/es\/wp-json\/wp\/v2\/posts\/57580\/revisions"}],"wp:attachment":[{"href":"https:\/\/cirahub.com\/es\/wp-json\/wp\/v2\/media?parent=57580"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/cirahub.com\/es\/wp-json\/wp\/v2\/categories?post=57580"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/cirahub.com\/es\/wp-json\/wp\/v2\/tags?post=57580"},{"taxonomy":"author","embeddable":true,"href":"https:\/\/cirahub.com\/es\/wp-json\/wp\/v2\/ppma_author?post=57580"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}