- Zoom integration set up
- Clio Manage
- To learn more about the Zoom integration, see this help article.
- Each user that wishes to use the integration must activate it in their accounts.
Here are the steps to activate the Zoom integration:
- Navigate to Settings
- Click on Contact and Calendar Sync under Settings in Clio.
- Click on Sign in to Zoom
- A popup will appear prompting you to read and agree to Zoom’s terms of service
- Click Sign in to Zoom and follow the prompts to enter your Zoom credentials and complete the sign-in process
- You will be redirected back to the Settings page in Clio once login is complete