{"id":203,"date":"2022-05-20T12:13:20","date_gmt":"2022-05-20T12:13:20","guid":{"rendered":"https:\/\/www.answerconnect.co.uk\/helpcentre\/?p=203"},"modified":"2026-10-28T11:07:13","modified_gmt":"2026-10-28T11:07:13","slug":"integration-with-clio","status":"publish","type":"post","link":"https:\/\/www.answerconnect.com\/help-center\/integrations\/integration-with-clio\/","title":{"rendered":"Integrate with Clio"},"content":{"rendered":"\n<p style=\"font-size:18px\">Integrating with Clio allows you to instantly see every client call in one place. Automatically push caller information to the platform, making it easier to manage client communications and keep your records up to date. Learn more about the integration<a href=\"https:\/\/www.answerconnect.com\/integrations\/clio\" target=\"_blank\" rel=\"noreferrer noopener\"> here<\/a>.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Activating the integration&nbsp;<\/h2>\n\n\n\n<p style=\"font-size:18px\">Activating your Clio integration can be done in a few simple steps:&nbsp;<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li style=\"font-size:18px\">Log in to the <strong>AnswerConnect<\/strong> app<\/li>\n\n\n\n<li style=\"font-size:18px\">Select <strong>Integrations<\/strong> in the left navigation bar<\/li>\n\n\n\n<li style=\"font-size:18px\">Find the Clio integration card, and click it.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"576\" src=\"https:\/\/storage.googleapis.com\/anct-helpcenter\/1\/2022\/05\/Clio-Integration-1-1024x576.jpg\" alt=\"\" class=\"wp-image-2825\" srcset=\"https:\/\/storage.googleapis.com\/anct-helpcenter\/1\/2022\/05\/Clio-Integration-1-1024x576.jpg 1024w, https:\/\/storage.googleapis.com\/anct-helpcenter\/1\/2022\/05\/Clio-Integration-1-300x169.jpg 300w, https:\/\/storage.googleapis.com\/anct-helpcenter\/1\/2022\/05\/Clio-Integration-1-768x432.jpg 768w, https:\/\/storage.googleapis.com\/anct-helpcenter\/1\/2022\/05\/Clio-Integration-1-1536x864.jpg 1536w, https:\/\/storage.googleapis.com\/anct-helpcenter\/1\/2022\/05\/Clio-Integration-1-2048x1152.jpg 2048w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li style=\"font-size:18px\">Press the <strong>Connect<\/strong> button on the right-hand side of the Clio details window.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"576\" src=\"https:\/\/storage.googleapis.com\/anct-helpcenter\/1\/2022\/05\/Clio-Integration-2-1024x576.jpg\" alt=\"\" class=\"wp-image-2826\" srcset=\"https:\/\/storage.googleapis.com\/anct-helpcenter\/1\/2022\/05\/Clio-Integration-2-1024x576.jpg 1024w, https:\/\/storage.googleapis.com\/anct-helpcenter\/1\/2022\/05\/Clio-Integration-2-300x169.jpg 300w, https:\/\/storage.googleapis.com\/anct-helpcenter\/1\/2022\/05\/Clio-Integration-2-768x432.jpg 768w, https:\/\/storage.googleapis.com\/anct-helpcenter\/1\/2022\/05\/Clio-Integration-2-1536x864.jpg 1536w, https:\/\/storage.googleapis.com\/anct-helpcenter\/1\/2022\/05\/Clio-Integration-2-2048x1152.jpg 2048w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li style=\"font-size:18px\">First, you will select a <strong>Trigger<\/strong>. In this instance, you will choose <strong>Call Intake<\/strong>.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"576\" src=\"https:\/\/storage.googleapis.com\/anct-helpcenter\/1\/2022\/05\/Clio-Integration-3-1024x576.jpg\" alt=\"\" class=\"wp-image-2827\" srcset=\"https:\/\/storage.googleapis.com\/anct-helpcenter\/1\/2022\/05\/Clio-Integration-3-1024x576.jpg 1024w, https:\/\/storage.googleapis.com\/anct-helpcenter\/1\/2022\/05\/Clio-Integration-3-300x169.jpg 300w, https:\/\/storage.googleapis.com\/anct-helpcenter\/1\/2022\/05\/Clio-Integration-3-768x432.jpg 768w, https:\/\/storage.googleapis.com\/anct-helpcenter\/1\/2022\/05\/Clio-Integration-3-1536x864.jpg 1536w, https:\/\/storage.googleapis.com\/anct-helpcenter\/1\/2022\/05\/Clio-Integration-3-2048x1152.jpg 2048w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li style=\"font-size:18px\">You\u2019ll be prompted to enter your Clio login information to continue. Press <strong>Sign In.&nbsp;<\/strong><\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"576\" src=\"https:\/\/storage.googleapis.com\/anct-helpcenter\/1\/2022\/05\/Clio-Integration-4-1-1024x576.jpg\" alt=\"\" class=\"wp-image-2842\" srcset=\"https:\/\/storage.googleapis.com\/anct-helpcenter\/1\/2022\/05\/Clio-Integration-4-1-1024x576.jpg 1024w, https:\/\/storage.googleapis.com\/anct-helpcenter\/1\/2022\/05\/Clio-Integration-4-1-300x169.jpg 300w, https:\/\/storage.googleapis.com\/anct-helpcenter\/1\/2022\/05\/Clio-Integration-4-1-768x432.jpg 768w, https:\/\/storage.googleapis.com\/anct-helpcenter\/1\/2022\/05\/Clio-Integration-4-1-1536x864.jpg 1536w, https:\/\/storage.googleapis.com\/anct-helpcenter\/1\/2022\/05\/Clio-Integration-4-1-2048x1152.jpg 2048w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li style=\"font-size:18px\">Clio will show a message that the AnswerConnect app would like to access the following information from Clio. Click <strong>Accept.&nbsp;<\/strong><\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"576\" src=\"https:\/\/storage.googleapis.com\/anct-helpcenter\/1\/2022\/05\/Clio-Integration-5-1024x576.jpg\" alt=\"\" class=\"wp-image-2829\" srcset=\"https:\/\/storage.googleapis.com\/anct-helpcenter\/1\/2022\/05\/Clio-Integration-5-1024x576.jpg 1024w, https:\/\/storage.googleapis.com\/anct-helpcenter\/1\/2022\/05\/Clio-Integration-5-300x169.jpg 300w, https:\/\/storage.googleapis.com\/anct-helpcenter\/1\/2022\/05\/Clio-Integration-5-768x432.jpg 768w, https:\/\/storage.googleapis.com\/anct-helpcenter\/1\/2022\/05\/Clio-Integration-5-1536x864.jpg 1536w, https:\/\/storage.googleapis.com\/anct-helpcenter\/1\/2022\/05\/Clio-Integration-5-2048x1152.jpg 2048w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li style=\"font-size:18px\">Now that you&#8217;ve connected your Clio account, you&#8217;ll be returned to the setup in your Setmore account. Head to the <strong>Connect tab<\/strong>. We recommend that you rename the connection, then click <strong>Continue.&nbsp;<\/strong><\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"576\" src=\"https:\/\/storage.googleapis.com\/anct-helpcenter\/1\/2022\/05\/Clio-Integration-6-1-1024x576.jpg\" alt=\"\" class=\"wp-image-2834\" srcset=\"https:\/\/storage.googleapis.com\/anct-helpcenter\/1\/2022\/05\/Clio-Integration-6-1-1024x576.jpg 1024w, https:\/\/storage.googleapis.com\/anct-helpcenter\/1\/2022\/05\/Clio-Integration-6-1-300x169.jpg 300w, https:\/\/storage.googleapis.com\/anct-helpcenter\/1\/2022\/05\/Clio-Integration-6-1-768x432.jpg 768w, https:\/\/storage.googleapis.com\/anct-helpcenter\/1\/2022\/05\/Clio-Integration-6-1-1536x864.jpg 1536w, https:\/\/storage.googleapis.com\/anct-helpcenter\/1\/2022\/05\/Clio-Integration-6-1-2048x1152.jpg 2048w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li style=\"font-size:18px\">In the <strong>Action tab<\/strong>, click <strong>Contact<\/strong> and <strong>Continue<\/strong>.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"576\" src=\"https:\/\/storage.googleapis.com\/anct-helpcenter\/1\/2022\/05\/Clio-Integration-7-2-1024x576.jpg\" alt=\"\" class=\"wp-image-2833\" srcset=\"https:\/\/storage.googleapis.com\/anct-helpcenter\/1\/2022\/05\/Clio-Integration-7-2-1024x576.jpg 1024w, https:\/\/storage.googleapis.com\/anct-helpcenter\/1\/2022\/05\/Clio-Integration-7-2-300x169.jpg 300w, https:\/\/storage.googleapis.com\/anct-helpcenter\/1\/2022\/05\/Clio-Integration-7-2-768x432.jpg 768w, https:\/\/storage.googleapis.com\/anct-helpcenter\/1\/2022\/05\/Clio-Integration-7-2-1536x864.jpg 1536w, https:\/\/storage.googleapis.com\/anct-helpcenter\/1\/2022\/05\/Clio-Integration-7-2-2048x1152.jpg 2048w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li style=\"font-size:18px\">In the <strong>Setup tab, <\/strong>&nbsp;you can add the contact fields that will be transferred from AnswerConnect to your Clio account. After mapping, click the <strong>Continue<\/strong> button at the bottom of the screen to proceed.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"576\" src=\"https:\/\/storage.googleapis.com\/anct-helpcenter\/1\/2022\/05\/Clio-Integration-8-1024x576.jpg\" alt=\"\" class=\"wp-image-2835\" srcset=\"https:\/\/storage.googleapis.com\/anct-helpcenter\/1\/2022\/05\/Clio-Integration-8-1024x576.jpg 1024w, https:\/\/storage.googleapis.com\/anct-helpcenter\/1\/2022\/05\/Clio-Integration-8-300x169.jpg 300w, https:\/\/storage.googleapis.com\/anct-helpcenter\/1\/2022\/05\/Clio-Integration-8-768x432.jpg 768w, https:\/\/storage.googleapis.com\/anct-helpcenter\/1\/2022\/05\/Clio-Integration-8-1536x864.jpg 1536w, https:\/\/storage.googleapis.com\/anct-helpcenter\/1\/2022\/05\/Clio-Integration-8-2048x1152.jpg 2048w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li style=\"font-size:18px\">In the <strong>Test tab<\/strong>, you have the opportunity to test the integration, or you can skip the test.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"576\" src=\"https:\/\/storage.googleapis.com\/anct-helpcenter\/1\/2022\/05\/Clio-Integration-9-1024x576.jpg\" alt=\"\" class=\"wp-image-2836\" srcset=\"https:\/\/storage.googleapis.com\/anct-helpcenter\/1\/2022\/05\/Clio-Integration-9-1024x576.jpg 1024w, https:\/\/storage.googleapis.com\/anct-helpcenter\/1\/2022\/05\/Clio-Integration-9-300x169.jpg 300w, https:\/\/storage.googleapis.com\/anct-helpcenter\/1\/2022\/05\/Clio-Integration-9-768x432.jpg 768w, https:\/\/storage.googleapis.com\/anct-helpcenter\/1\/2022\/05\/Clio-Integration-9-1536x864.jpg 1536w, https:\/\/storage.googleapis.com\/anct-helpcenter\/1\/2022\/05\/Clio-Integration-9-2048x1152.jpg 2048w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li style=\"font-size:18px\">Click <strong>Finish<\/strong> to complete the integration. <\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"576\" src=\"https:\/\/storage.googleapis.com\/anct-helpcenter\/1\/2022\/05\/Clio-Integration-10-1024x576.jpg\" alt=\"\" class=\"wp-image-2837\" srcset=\"https:\/\/storage.googleapis.com\/anct-helpcenter\/1\/2022\/05\/Clio-Integration-10-1024x576.jpg 1024w, https:\/\/storage.googleapis.com\/anct-helpcenter\/1\/2022\/05\/Clio-Integration-10-300x169.jpg 300w, https:\/\/storage.googleapis.com\/anct-helpcenter\/1\/2022\/05\/Clio-Integration-10-768x432.jpg 768w, https:\/\/storage.googleapis.com\/anct-helpcenter\/1\/2022\/05\/Clio-Integration-10-1536x864.jpg 1536w, https:\/\/storage.googleapis.com\/anct-helpcenter\/1\/2022\/05\/Clio-Integration-10-2048x1152.jpg 2048w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li style=\"font-size:18px\">The integration is now activated. <\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"576\" src=\"https:\/\/storage.googleapis.com\/anct-helpcenter\/1\/2022\/05\/Clio-Integration-11-1024x576.jpg\" alt=\"\" class=\"wp-image-2838\" srcset=\"https:\/\/storage.googleapis.com\/anct-helpcenter\/1\/2022\/05\/Clio-Integration-11-1024x576.jpg 1024w, https:\/\/storage.googleapis.com\/anct-helpcenter\/1\/2022\/05\/Clio-Integration-11-300x169.jpg 300w, https:\/\/storage.googleapis.com\/anct-helpcenter\/1\/2022\/05\/Clio-Integration-11-768x432.jpg 768w, https:\/\/storage.googleapis.com\/anct-helpcenter\/1\/2022\/05\/Clio-Integration-11-1536x864.jpg 1536w, https:\/\/storage.googleapis.com\/anct-helpcenter\/1\/2022\/05\/Clio-Integration-11-2048x1152.jpg 2048w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\">Alternative option: Activate the integration through Zapier<\/h2>\n\n\n\n<p style=\"font-size:18px\">Another way you can integrate your answering account to Clio is through Zapier. Automate workflows between the two platforms based on the triggers and actions available in Zapier.<\/p>\n\n\n\n<p style=\"font-size:18px\">Visit the AnswerConnect and Clio integration <a href=\"https:\/\/zapier.com\/apps\/answerconnect\/integrations\/clio\" target=\"_blank\" rel=\"noreferrer noopener\">page on Zapier<\/a> to set up your integration.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Get in touch<\/h2>\n\n\n\n<p style=\"font-size:18px\">If you have any questions or need assistance setting up your Clio integration, get in touch with our client services team &#8211; we\u2019re happy to help.&nbsp;<\/p>\n\n\n\n<p style=\"font-size:18px\"><strong>US clients:<\/strong> <a href=\"tel:800-531-5828\" target=\"_blank\" rel=\"noreferrer noopener\">800-531-5828<\/a> | <a href=\"mailto:clientservices@answerconnect.com\" target=\"_blank\" rel=\"noreferrer noopener\">clientservices@answerconnect.com<\/a><br><strong>Canada clients:<\/strong> <a href=\"tel:800-858-1625\" target=\"_blank\" rel=\"noreferrer noopener\">800-858-1625<\/a> | <a href=\"mailto:help@answerconnect.com\" target=\"_blank\" rel=\"noreferrer noopener\">help@answerconnect.com<\/a>&nbsp;<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Integrating with Clio allows you to instantly see every client call in one place. Automatically push caller information to the platform, making it easier to manage client communications and keep&#8230;<\/p>\n","protected":false},"author":4,"featured_media":2839,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[7,34],"tags":[80],"class_list":["post-203","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-integrations","category-integration","tag-clio-integration"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v23.5 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>How To Integrate With Clio | AnswerConnect Help Center<\/title>\n<meta name=\"description\" content=\"Integrate your Clio account to AnswerConnect and instantly see every lead in one place. 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