{"id":57023,"date":"2025-03-10T14:18:14","date_gmt":"2025-03-10T22:18:14","guid":{"rendered":"https:\/\/cirahub.com\/?p=57023"},"modified":"2025-03-11T04:54:17","modified_gmt":"2025-03-11T12:54:17","slug":"how-to-two-way-sync-contacts-between-clio-and-zoho","status":"publish","type":"post","link":"https:\/\/cirahub.com\/fr\/support\/how-to-two-way-sync-contacts-between-clio-and-zoho\/","title":{"rendered":"How to\u00a0Two-Way Sync Contacts Between Clio and Zoho"},"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\">Legal professionals rely on Clio for case management and Zoho for CRM and business operations.<\/p>\n<p data-start=\"62\" data-end=\"434\">Keeping contact details aligned between these platforms can be quite difficult without a synchronization platform, especially when client information frequently changes.<\/p>\n<p data-start=\"62\" data-end=\"434\">With a two-way sync, every update made in Clio or Zoho is automatically reflected in the other, reducing the risk of outdated or incomplete records.<\/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=\"How_to_Two-Way_Sync_Contacts_Between_Clio_and_Zoho\"><\/span>How to Two-Way Sync Contacts Between Clio and Zoho<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p><span class=\"TextRun SCXW174676568 BCX0\" lang=\"EN-US\" xml:lang=\"EN-US\" data-contrast=\"none\"><span class=\"NormalTextRun SCXW174676568 BCX0\">1. Log in to CiraHub and click on the Add Spoke icon on the top of your CiraHub Dashboard.\u00a0<\/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\" xml:lang=\"EN-US\" data-contrast=\"auto\"><span class=\"NormalTextRun SCXW253371727 BCX0\">2. Next, start the Hub and Spoke setup. Click on \u201cCRMs\u201d as your source type for your contact spoke. (The Hub contains all synced Contacts from each spoke; a spoke can be a Public Folder, a user mailbox, the GAL or a 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. Select Clio as the contact spoke type.<\/p>\n<p><img decoding=\"async\" src=\"https:\/\/cirahub.com\/wp-content\/uploads\/2025\/02\/click-on-clio.jpg\" \/><\/p>\n<p>4. Click Sign in with 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. Select a default Clio company which will be assigned to contacts when the corresponding company cannot be found in a synchronization and click next.<\/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. Type in a spoke name and click Create.<\/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. Now you should see your newly created Clio spoke added to your Hub and spoke setup.<\/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. Select the option to add an Additional Spoke.<\/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=\"Step_2_Create_a_Spoke_for_Zoho\"><\/span>Step 2: Create a Spoke for 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\"><\/iframe><\/p>\n<p><span data-contrast=\"none\">8. Select <a href=\"https:\/\/www.zoho.com\/index1.html\">Zoho<\/a> as the contact spoke type.<\/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. Select Zoho Credentials to access its data.\u00a0<\/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. Sign in to your Zoho Account.\u00a0<\/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=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\">11. Click Accept to give CiraHub access to your Zoho account.\u00a0<\/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. Type in a spoke name and click CREATE.<\/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=\"{&quot;201341983&quot;:0,&quot;335559738&quot;:240,&quot;335559739&quot;:240,&quot;335559740&quot;:276}\">13. <\/span>Next, right-click your spoke, and select \u201cSync Options\u201d.<\/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\" xml:lang=\"EN-US\" data-contrast=\"none\"><span class=\"NormalTextRun SCXW76201369 BCX0\">Click on \u201cAllow Hub\u201d to create and sync items in this spoke. This will enable two-way synchronization from the endpoint to the hub database and back.<\/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. Click on \u201cSync now\u201d to two-way sync contacts between Clio and Zoho.<\/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>Legal professionals rely on Clio for case management and Zoho for CRM and business operations. Keeping contact details aligned between these platforms can be quite difficult without a synchronization platform, especially when client information frequently changes. With a two-way sync, every update made in Clio or Zoho is automatically reflected in the other, reducing the [&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":[17],"tags":[],"ppma_author":[374],"class_list":["post-57023","post","type-post","status-publish","format-standard","hentry","category-support"],"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\/fr\/wp-json\/wp\/v2\/posts\/57023","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/cirahub.com\/fr\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/cirahub.com\/fr\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/cirahub.com\/fr\/wp-json\/wp\/v2\/users\/9"}],"replies":[{"embeddable":true,"href":"https:\/\/cirahub.com\/fr\/wp-json\/wp\/v2\/comments?post=57023"}],"version-history":[{"count":7,"href":"https:\/\/cirahub.com\/fr\/wp-json\/wp\/v2\/posts\/57023\/revisions"}],"predecessor-version":[{"id":57067,"href":"https:\/\/cirahub.com\/fr\/wp-json\/wp\/v2\/posts\/57023\/revisions\/57067"}],"wp:attachment":[{"href":"https:\/\/cirahub.com\/fr\/wp-json\/wp\/v2\/media?parent=57023"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/cirahub.com\/fr\/wp-json\/wp\/v2\/categories?post=57023"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/cirahub.com\/fr\/wp-json\/wp\/v2\/tags?post=57023"},{"taxonomy":"author","embeddable":true,"href":"https:\/\/cirahub.com\/fr\/wp-json\/wp\/v2\/ppma_author?post=57023"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}