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How do I Sync My Contacts between Clio Grow, Clio, and Outlook?

Objective:

  • Ensure all of my contacts are added to my CRM, my practice management software, and my email contact list
  • Organize my contact data for easier conflict checking

Environment:

  • Clio Grow
  • Clio Web App
  • Outlook

Additional Information

If you want to put your existing Clio contacts into Clio Grow (for easier conflict checking, or to take advantage of some of Clio Grow's features), you'll need to export them. To do so:

  1. Export your contacts from your Clio account
  2. Import your contacts into your Clio Grow account

Procedure:

Assuming you are a Clio user who is starting to use Clio Grow, the best workflow for keeping your contacts organized and synced is as follows:

  1. Add all new potential clients (leads) into Clio Grow
  2. Export leads from Clio Grow into Clio once they become clients
  3. Have an active sync between your Clio account and your Outlook 365 account
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