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How Do I Sync 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 on Email & Calendar Sync
  3. Click Sync Email
  4. Follow the steps on the authentication page to connect with your email account
    1. Enter the email credentials
    2. Click Allow to authorize Clio Grow to Sync to your Email & Calendar
  5. Once the connection is established, you should see a checkmark next to the synced field in your email settingsSettings___Clio_Grow_2019-07-05_10-56-02.jpg

 

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