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Does Clio Integrate with RingCentral?

Objective:

  • Does Clio have an integration with RingCentral?

Environment:

  • Clio Web App

Additional Information:

  • 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, 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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