Clio Integration
You can use Google Chrome click-to-call extension for making outbound calls from Clio via Softphone.Pro.
1. Open Integration - Clio settings section:
2. Enter your Company account of your Clio site:
3. Сlick Enable:
4. Log into your Clio account:
5. Click Allow access in the opened window to grant Softphone.Pro app access to your Clio data:
6. If the correct data is entered, you see a notification on successful integration:
7. Integration status in settings changes to Account enabled. Click Save.
8. You can see an info from Clio in incoming call pop-up window.
First line is the Contact name, next one is the name of the Company.
Click Contact's name to open related Clio page.
9. Besides, you can see an info from Clio in Active Calls window.
First line is the Contact name, next one is the name of the Company.
Click Contact's name to open related Clio page.
10. You can also see an info about the Contact from Clio in the Call Log.
