Convert the leads from your Zoho CRM into Contacts in Clio with ion8’s CRM Connector. Sync data easily between the two systems without the need to toggle between them. Create bills in Clio to automatically generate invoices in your Zoho CRM, adding convenience for your accounting team.
Key Features:
Sync data easily: With ion8's CRM Connector, your Zoho CRM and Clio systems stay updated without the need to toggle between systems. You can choose just the fields you want to sync.
Handle billing data: Make billing easy with ion8's CRM Connector. Create bills in Clio and automatically generate invoices in your Zoho CRM so that billing is simple and convenient for your accounting team.
One-time configuration: ion8's CRM Connector reduces the need for multiple configurations between Zoho CRM and Clio.
Tasks and events that are set up in the CRM are automatically created in Clio Manage, where your legal team can easily access them.
ion8 is a team of experts that work together to positively charge businesses of any size through cloud technology, strategic marketing, thoughtful design, seamless integrations, and continuous process improvements. We maintain authenticity, quality, and transparency in all interactions and are committed to being a long-term partner with our clients.
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Hello,
I would recommend you to try ion8 CRM Connector for Zoho CRM. It would add a lot more value to your CRM account.
You can install the app in just two easy steps. Click on 'Install now' button.
Sincerely, null
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