Objective: 

• Zoom integration set up

Environment: 

• Clio Manage

Additional Information:

• 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.

Procedure:

Here are the steps to activate the Zoom integration:

1. Navigate to Settings
2. Click on Contact and Calendar Sync under Settings in Clio.
3. Click on Sign in to Zoom
   
   
4. A popup will appear prompting you to read and agree to Zoom’s terms of service
5. Click Sign in to Zoom and follow the prompts to enter your Zoom credentials and complete the sign-in process
6. You will be redirected back to the Settings page in Clio once login is complete