Integration

Clio

Sync your business text messages to Clio records

Overview

Zipwhip for Clio automates logging text messages with clients to your practice management software. Our seamless integration ensures your firm never loses billable conversations, reduces reliance on manually logging messages saved on personal cell phones and captures valuable insights about clients.

Zipwhip enables texting on your existing landline or toll-free number. Make it easy for clients to confirm consultations, schedule appointment reminders and send pictures messages by leveraging your business number.

how it works

When a mobile phone number is matched to a Clio contact, Zipwhip automatically logs incoming and outgoing texts in real-time within the communication tab. Messages sent from any Zipwhip app synchronizes with Clio to maintain up-to-date accuracy with your CRM.

Feel free to consult our integration help page if you have questions regarding implementation or installation.

Why connect Clio + Zipwhip?

  • Team Visibility - Provide shared access within your practice management software to all employees of clients' texts.
  • Time Tracking - Track the date, time, and duration of each text conversation within Clio for better billing accuracy.
  • Better Customer Insight - Add text conversations to your Clio system of record to get a clearer picture of all client communications.

Start texting today with a free trial of Zipwhip

Already a Zipwhip user?

Learn how to integrate on your own today or contact us at support@zipwhip.com.