Thanks to CiraHub, you can now create an automatic two-way sync between Clio and DealCloud, bridging the gap between your legal matter management and deal tracking systems. By following the steps in this article, you can ensure that key contacts stay perfectly synchronized across both platforms. This integration means your deal teams and legal professionals will always work with the most current information, without the frustration of hunting for updated contact details across different systems.
How to Two-Way Sync Between Clio and DealCloud
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 “DealCloud”.
10. Type in your Deal Cloud API Access information to sync its account data to CiraHub.
11. Name your Spoke and click Create.
12. On the CiraHub dasboard, right click on each Hub and tick “Allow Hub to sync items in this spoke” then, click “Next.”
13. 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.
And just like that, you’re done! Your contact information will now sync automatically between Clio and DealCloud, giving your team the consistent information they need to close deals more efficiently!
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!
