Create Clio company for new Freshworks CRM (Freshsales Suite) account
Freshworks CRM (Freshsales Suite) + Clio Integration
Freshworks CRM (Freshsales Suite) + Clio Integration
Integrate Clio to Freshworks CRM (Freshsales Suite) in one click, or tell Integrately AI how you want each matter handled. Track prospective clients, create deals, update matters, and alert your team automatically.
Free forever.Use premium features free for 14 days.1.
Contact is created in Freshworks CRM (Freshsales Suite)- Contact is updated in Freshworks CRM (Freshsales Suite)
- Deal is updated in Freshworks CRM (Freshsales Suite)
- Deal is created in Freshworks CRM (Freshsales Suite)
- Task is created in Freshworks CRM (Freshsales Suite)
- Account is created in Freshworks CRM (Freshsales Suite)
- Account is updated in Freshworks CRM (Freshsales Suite)
Contact is created in Clio Instant- Task is created in Clio Instant
- Matter is created in Clio Instant
- Communication is created in Clio Instant
- Bill state is updated in Clio Instant
- Task status has updated in Clio Instant
- Calendar entry is created in Clio Instant
- Matter status has updated in Clio Instant
- Matter note is created in Clio
- Activity is created in Clio Instant
- New bill is created in Clio Instant
- Document is created in Clio
2.
Trusted by experts at...
Ready Workflows for Clio + Freshworks CRM (Freshsales Suite) Integration
Create deals, track contacts, update matter statuses, log tasks, and notify your team, all in just one click.
Most popular automations
Create Freshworks CRM Deal from new Clio Contact
Create Freshworks CRM Deal from new Clio Contact
When Contact is created in Clio, create Contact in Freshworks CRM
When Contact is created in Clio, create Contact in Freshworks CRM
Create Clio contact for new Freshworks CRM (Freshsales Suite) contact
CRMs are designed to help businesses manage their customer data. By tracking customer interactions, CRMs can help businesses identify trends and optimize their marketing and sales efforts.
However, some businesses find that they need more than one CRM to effectively manage their customer data. For example, a business with a large customer base may need one CRM for sales and another for marketing. Alternatively, a business with multiple locations may need a CRM for each location.
Using this Freshworks CRM (Freshsales Suite) - Clio integration, anytime a new Freshworks CRM (Freshsales Suite) contact is created, an Clio contact should be automatically generated as well. This integration will help to keep your data consistent and up-to-date, and it will save you time by eliminating the need to manually enter information into both systems.
See moreHowever, some businesses find that they need more than one CRM to effectively manage their customer data. For example, a business with a large customer base may need one CRM for sales and another for marketing. Alternatively, a business with multiple locations may need a CRM for each location.
Using this Freshworks CRM (Freshsales Suite) - Clio integration, anytime a new Freshworks CRM (Freshsales Suite) contact is created, an Clio contact should be automatically generated as well. This integration will help to keep your data consistent and up-to-date, and it will save you time by eliminating the need to manually enter information into both systems.
When Contact is created in Freshworks CRM (Freshsales Suite) > Check condition > Create person contact in Clio
Freshworks CRM (Freshsales Suite) + Clio Integration
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Connect more apps to your Clio + Freshworks CRM (Freshsales Suite) flow
Capture consultation bookings, sign retainer agreements, schedule meetings, and log invoices across your legal tech stack. Pick a combination and activate it in one click.
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Google Calendar (4)
Google Calendar (4) +
Typeform (4)
Typeform (4) +
PandaDoc (4)
PandaDoc (4) +
QuickBooks Online (4)
QuickBooks Online (4) +
Zoom (4)
Zoom (4) +
Calendly (4)
Calendly (4) G
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Create a Google Calendar event, create a Freshworks CRM (Freshsales Suite) contact, and create a Clio calendar entry
New Google Calendar events instantly create contacts in Freshworks CRM (Freshsales Suite) and calendar entries in Clio without manual entry.
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Create a Freshworks CRM (Freshsales Suite) deal and a Clio task when a Google Calendar event is scheduled
Schedule a meeting in Google Calendar to automatically create a deal in Freshworks CRM (Freshsales Suite) and a task in Clio.
G
F
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Update a Freshworks CRM (Freshsales Suite) contact and update a Clio calendar entry when a Google Calendar event changes
Changes in Google Calendar automatically update contact details in Freshworks CRM (Freshsales Suite) and update calendar entries in Clio.
G
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Use Claude to analyze Google Calendar event notes, update Freshworks CRM (Freshsales Suite), and create a Clio matter note
Claude analyzes Google Calendar notes to update Freshworks CRM (Freshsales Suite) and create matter notes in Clio.
Supported triggers and actions for Freshworks CRM (Freshsales Suite) and Clio
Mix and match to build the exact automation you need
Freshworks CRM (Freshsales Suite) Triggers & Actions
Contact is created in Freshworks CRM (Freshsales Suite)
Triggers the automation when a new contact is created
Try it → Contact is updated in Freshworks CRM (Freshsales Suite)
Triggers the automation when a contact is updated
Try it → Deal is updated in Freshworks CRM (Freshsales Suite)
Triggers the automation when a deal is updated
Try it → Deal is created in Freshworks CRM (Freshsales Suite)
Triggers the automation when a deal is created
Try it → Task is created in Freshworks CRM (Freshsales Suite)
Triggers the automation when a new task is created
Try it → Account is created in Freshworks CRM (Freshsales Suite)
Triggers the automation when a new account is created
Try it → Account is updated in Freshworks CRM (Freshsales Suite)
Triggers the automation when an account is updated
Try it → Clio Triggers & Actions
Instant
Communication is created in Clio
Triggers the automation when a new communication is created
Try it → Instant
Bill state is updated in Clio
Triggers the automation when a bill state has been updated
Try it → Instant
Task status has updated in Clio
Triggers the automation when a Task status has been updated
Try it → Instant
Calendar entry is created in Clio
Triggers the automation when a new calendar entry is created
Try it → Instant
Matter status has updated in Clio
Triggers the automation when the status of a particular matter is updated
Try it → Matter note is created in Clio
Triggers the automation when a new note is added to any matter
Try it → What can you automate with Clio + Freshworks CRM (Freshsales Suite)?
Connect your practice management and sales workflows to eliminate manual data entry and synchronize client matters instantly.
⚖️
Sync new matters to deals automatically
Create a deal in Freshworks CRM (Freshsales Suite) the moment a new matter is initialized in Clio. Keep your sales pipeline and practice management tools perfectly aligned without manual copying.
📋
Capture every submitted intake field
Map detailed prospect questionnaire answers from forms straight into your client profiles and matter notes. Ensure your legal team has complete background information before every consultation.
🔔
Alert the right team member instantly
Notify intake specialists and assigned lawyers the second a prospective client books a consultation or signs an agreement. Eliminate waiting times and start onboarding immediately.
🔀
Route records based on submitted criteria
Create high-priority deals and urgent tasks when consultation forms indicate time-sensitive legal issues. Direct important prospective clients to senior attorneys automatically.
🔄
Keep matter statuses synchronized
Update deal stages in Freshworks CRM (Freshsales Suite) whenever retainer agreements are signed or matter milestones are reached in Clio. Maintain accurate pipeline visibility firm-wide.
🔍
Add or update without creating duplicates
Search existing contacts by email or phone before creating new profiles in either platform. Keep your databases clean and prevent fragmented client histories.
💳
Handle later billing and payment updates
Reflect invoice generations and payment completions across deal values and bill states automatically. Keep financial tracking consistent between accounting and practice management.
📅
Extend workflows to scheduling tools
Trigger consultation tracking in Freshworks CRM (Freshsales Suite) and matter setup in Clio whenever a meeting is booked via Calendly or Google Calendar.
And much more...
Who is Clio + Freshworks CRM (Freshsales Suite) integration for?
Legal professionals, intake specialists, and firm managers eliminate manual data entry, streamline client intake, and keep matters synchronized across platforms.
Practice managers
Law firm intake specialists
Billing attorneys
Legal client acquisition teams
Case administrators
Compliance officers
📈
Practice managers
You're reviewing firm performance reports in Clio, but your pipeline metrics in Freshworks CRM (Freshsales Suite) only update when someone manually exports deal records, so the revenue counts you're optimising against are always a few hours behind — automating both apps means every new deal lands in your system instantly and your numbers stay current.
⚡
Law firm intake specialists
You need to act fast when prospective clients submit consultation forms, but you find out too late because contact details take hours to transfer between platforms — integrating these apps means every new submission creates a profile instantly and your team follows up right away.
💼
Billing attorneys
You answer to clients who want to see prompt matter progress, but invoice values and payment records remain disconnected from deal stages until someone updates them by hand — this integration means every financial update syncs automatically and your clients see accurate records.
🔄
Legal client acquisition teams
The volume of inbound consultation requests is too high for anyone to keep up by hand, leading to missed prospect follow-ups and lost retainers — automating both apps means every consultation booking triggers instant profile creation and matter setup without manual effort.
📋
Case administrators
You own the next step in onboarding and depend on intake specialists upstream to hand over client files, but manual handoffs cause delays and missing documents — connecting these apps means every new matter transfers seamlessly and your onboarding queue stays organized.
🛡️
Compliance officers
You need a reliable history of client communications and document signings, but keep finding gaps between your CRM activity logs and matter files — automating both apps means every interaction and signed agreement syncs reliably and your audit trail stays complete.
Did you know?
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Why choose Integrately to automate Freshworks CRM (Freshsales Suite) + Clio
Build and manage your Freshworks CRM (Freshsales Suite) + Clio automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect Freshworks CRM (Freshsales Suite) + Clio with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?
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Frequently Asked Questions
How do I connect Clio to Freshworks CRM (Freshsales Suite)?
You can connect Clio to Freshworks CRM (Freshsales Suite) instantly using 1-click automations on Integrately. With ready templates for Google Calendar, Typeform, and Calendly, plus Integrately AI, setting up your workflows takes minutes.
Can I automatically create a Freshworks CRM deal when a Clio matter is created?
Can I connect Clio, Freshworks CRM (Freshsales Suite), and Google Calendar?
What is a good Zapier alternative for Clio and Freshworks CRM (Freshsales Suite)?
How do Clio matters sync with Freshworks CRM deal stages?
How do Freshworks CRM contacts sync with Clio person contacts?
Do I need coding skills to automate Clio and Freshworks CRM (Freshsales Suite)?
Is the Clio and Freshworks CRM (Freshsales Suite) integration free?
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