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Does Clio Integrate with RingCentral?

Objective:

  • Does Clio have an integration with RingCentral?

Environment:

  • Clio Manage

Additional Information:

  • If using Zapier:
    • As RingCentral doesn't log email addresses, you would need a two step zap to create a phone call log that tracks "from" details (one Zap for Contact Search, and one to create the Communication). 
    • You can also set up a one step zap to create a new Communication (with no assigned "To" or "From" address) with Zapier's Free subscription plan.

Answer:

Clio does not currently integrate with RingCentral.

You can, however consider the EZ Ring Integration OR connect the two programs using Zapier (see here for details).

Another option is to download the RingCentral Chrome extension. After the extension has been installed, when accessing Clio via Chrome, it should be possible to click on a phone number in Clio and have the call dial via RingCentral.

 

 

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