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How Do I Set Up The Zipwhip Integration?

Question:

  • How is the Zipwhip integration set up
  • How can I text my Clients from Clio

Environment:

  • Clio Manage
  • ZipWhip

Additional Information:

  • Zipwhip
  • To check out a webinar co-hosted by Clio and Zipwhip, click here.

Procedure:

Connecting Zipwhip to Clio

1. After logging into Zipwhip, select Admin Console from the upper right menu. 

 

Picture1.png

2. In the Account Console, select the Integrations tab

3. Click the Clio icon

 

step_2.png

 

 

4. Click Install to initiate the integration process

 

step_4.png

 

5. When prompted, sign into Clio

 

step_5.png

6. Click Allow Access

step_6.png

 

The welcome page is then displayed:

Step_7.png

 

Using Zipwhip with Clio

After setting up the integration, users will see messages synced to Contacts under the Communication area as a log:

Picture1.jpg

 

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