Virtual meetup: How to Win and Retain Clients by Automating Communication. Register now.

How Do I Connect My Email to Clio Grow?

Objective:

  • Sync email to Grow
  • Connect my email to Clio Grow
  • Setup email sync

Environment:

  • Clio Grow

Additional Information:

The email sync will not function if your email account is running on POP. You must have IMAP enabled on your email account in order to sync to Clio Grow.

Procedure:

  1. Go to the Settings tab on the left of Clio Grow
  2. Click Email & Calendar
  3. Click on Connect email
  4. Follow the steps on the authentication page to connect with your email account
    1. Select your email provider
    2. Enter the email credentials
    3. Click Allow to authorize Clio Grow to Sync to your Email & Calendar
  5. Once the connection is established, you should see a confirmation message

mceclip0.png

Was this article helpful?
This information is confusing or wrong
This isn't the information that I was looking for
I don't like this functionality