{"id":57010,"date":"2025-03-10T14:18:37","date_gmt":"2025-03-10T22:18:37","guid":{"rendered":"https:\/\/cirahub.com\/?p=57010"},"modified":"2025-03-10T14:18:37","modified_gmt":"2025-03-10T22:18:37","slug":"how-to-two-way-sync-contacts-between-clio-and-salesforce","status":"publish","type":"post","link":"https:\/\/cirasync.com\/de\/support\/how-to-two-way-sync-contacts-between-clio-and-salesforce\/","title":{"rendered":"How to\u00a0Two-Way Sync Contacts Between Clio and Salesforce"},"content":{"rendered":"<p>Syncing contacts between Clio and Salesforce helps keep client and case information consistent across both platforms.<\/p>\n<p>Legal professionals rely on Clio for case management and Salesforce for client interactions, so having up-to-date contact details in both systems makes it easier to track communications and manage relationships.<\/p>\n<p>This guide will walk through the steps to set up a two-way sync, allowing information to stay updated across both platforms.<\/p>\n<h2 data-start=\"365\" data-end=\"594\"><span class=\"ez-toc-section\" id=\"How_to_Two-Way_Sync_Contacts_Between_Clio_and_Salesforce\"><\/span>How to Two-Way Sync Contacts Between Clio and Salesforce<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p><span class=\"TextRun SCXW174676568 BCX0\" lang=\"EN-US\" xml:lang=\"EN-US\" data-contrast=\"none\"><span class=\"NormalTextRun SCXW174676568 BCX0\">1. Log in to CiraHub and click on the Add Spoke icon on the top of your CiraHub Dashboard.\u00a0<\/span><\/span><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-56975\" src=\"https:\/\/cirasync.com\/wp-content\/uploads\/2025\/02\/add-spoke.jpg\" alt=\"\" width=\"572\" height=\"251\" srcset=\"https:\/\/cirasync.com\/wp-content\/uploads\/2025\/02\/add-spoke.jpg 572w, https:\/\/cirasync.com\/wp-content\/uploads\/2025\/02\/add-spoke-480x211.jpg 480w\" sizes=\"(min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) 572px, 100vw\" \/><\/p>\n<p><span class=\"TextRun SCXW253371727 BCX0\" lang=\"EN-US\" xml:lang=\"EN-US\" data-contrast=\"auto\"><span class=\"NormalTextRun SCXW253371727 BCX0\">2. Next, start the Hub and Spoke setup. Click on \u201cCRMs\u201d as your source type for your contact spoke. (The Hub contains all synced Contacts from each spoke; a spoke can be a Public Folder, a user mailbox, the GAL or a CRM.)<\/span><\/span><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-56933\" src=\"https:\/\/cirasync.com\/wp-content\/uploads\/2025\/02\/click-on-crms.jpg\" alt=\"\" width=\"714\" height=\"543\" srcset=\"https:\/\/cirasync.com\/wp-content\/uploads\/2025\/02\/click-on-crms.jpg 714w, https:\/\/cirasync.com\/wp-content\/uploads\/2025\/02\/click-on-crms-480x365.jpg 480w\" sizes=\"(min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) 714px, 100vw\" \/><\/p>\n<p>3. Select Clio as the contact spoke type.<\/p>\n<p><img decoding=\"async\" src=\"https:\/\/cirasync.com\/wp-content\/uploads\/2025\/02\/click-on-clio.jpg\" \/><\/p>\n<p>4. Click Sign in with Clio.<\/p>\n<p><img decoding=\"async\" src=\"https:\/\/cirasync.com\/wp-content\/uploads\/2025\/02\/click-sign-in-with-clio.jpg\" \/><\/p>\n<p>5. Select a default Clio company which will be assigned to contacts when the corresponding company cannot be found in a synchronization and click next.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-56937\" src=\"https:\/\/cirasync.com\/wp-content\/uploads\/2025\/02\/select-default-clio-company.jpg\" alt=\"\" width=\"859\" height=\"698\" \/><\/p>\n<p>6. Type in a spoke name and click Create.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-56941\" src=\"https:\/\/cirasync.com\/wp-content\/uploads\/2025\/02\/type-in-a-spoke-name-and-click-create-2.jpg\" alt=\"\" width=\"858\" height=\"689\" srcset=\"https:\/\/cirasync.com\/wp-content\/uploads\/2025\/02\/type-in-a-spoke-name-and-click-create-2.jpg 858w, https:\/\/cirasync.com\/wp-content\/uploads\/2025\/02\/type-in-a-spoke-name-and-click-create-2-480x385.jpg 480w\" sizes=\"(min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) 858px, 100vw\" \/><\/p>\n<p>6. Now you should see your newly created Clio spoke added to your Hub and spoke setup.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-56950\" src=\"https:\/\/cirasync.com\/wp-content\/uploads\/2025\/02\/clio-spoke-added-to-hub.jpg\" alt=\"\" width=\"1413\" height=\"813\" srcset=\"https:\/\/cirasync.com\/wp-content\/uploads\/2025\/02\/clio-spoke-added-to-hub.jpg 1413w, https:\/\/cirasync.com\/wp-content\/uploads\/2025\/02\/clio-spoke-added-to-hub-1280x736.jpg 1280w, https:\/\/cirasync.com\/wp-content\/uploads\/2025\/02\/clio-spoke-added-to-hub-980x564.jpg 980w, https:\/\/cirasync.com\/wp-content\/uploads\/2025\/02\/clio-spoke-added-to-hub-480x276.jpg 480w\" sizes=\"(min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) and (max-width: 980px) 980px, (min-width: 981px) and (max-width: 1280px) 1280px, (min-width: 1281px) 1413px, 100vw\" \/><\/p>\n<p><span data-contrast=\"none\">7. Select the option to add an Additional Spoke.<\/span><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-56991\" src=\"https:\/\/cirasync.com\/wp-content\/uploads\/2025\/02\/add-a-spoke.jpg\" alt=\"\" width=\"263\" height=\"195\" \/><\/p>\n<h3><span class=\"ez-toc-section\" id=\"Step_2_Create_a_Spoke_for_Salesforce\"><\/span>Step 2: Create a Spoke for Salesforce<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><span data-contrast=\"none\">8. Click on \u201cCRMs\u201d as your source type for your contact spoke. (The Hub contains all synced Contacts from each spoke; a spoke can be a Public Folder, a user mailbox, the GAL or a CRM.)<\/span><img loading=\"lazy\" decoding=\"async\" class=\"\" src=\"https:\/\/cirasync.com\/wp-content\/uploads\/2022\/02\/choose-contact-spoke.jpg\" alt=\"Select Source Type of Contact Spoke\" width=\"650\" height=\"356\" \/><\/p>\n<p><span data-contrast=\"none\">9. Select <\/span><a href=\"http:\/\/salesforce.com\/?gclid=CjwKCAiAuOieBhAIEiwAgjCvchPJoeuQOS6VT1N2vZp5BymSExzVFYNXLUkFl1wItxFU5g2sNOlnRBoC7sAQAvD_BwE\"><span data-contrast=\"none\">Salesforce<\/span><\/a><span data-contrast=\"none\"> as the contact spoke type.<\/span><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"\" src=\"https:\/\/cirasync.com\/wp-content\/uploads\/2022\/02\/select-salesforce.jpg\" alt=\"Select \u201cSalesforce\u201d as the contact spoke type.\" width=\"768\" height=\"427\" \/><\/p>\n<p>10. Sign in with Salesforce to add your account to the Hub or select an existing Salesforce account.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"\" src=\"https:\/\/cirasync.com\/wp-content\/uploads\/2022\/02\/the-blur-jon-harris.png\" alt=\"Sign in with Salesforce to add your account to the Hub\" width=\"767\" height=\"382\" \/><\/p>\n<p><span data-contrast=\"none\"><span class=\"NormalTextRun SCXW113844889 BCX0\">11. Select \u201cAllow\u201d to <a href=\"https:\/\/cirasync.com\/integrations\/salesforce\/?gclid=CjwKCAiAuOieBhAIEiwAgjCvchPJoeuQOS6VT1N2vZp5BymSExzVFYNXLUkFl1wItxFU5g2sNOlnRBoC7sAQAvD_BwE\">two-way sync Salesforce contacts<\/a> and connect your Salesforce account to the CiraApps Salesforce Connector.<\/span><\/span><span data-contrast=\"none\"><span class=\"NormalTextRun SCXW113844889 BCX0\">\u00a0<\/span><\/span><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"\" src=\"https:\/\/cirasync.com\/wp-content\/uploads\/2022\/02\/salesforce-connector.jpg\" alt=\"Click allow to connect your Salesforce connect\" width=\"413\" height=\"510\" \/><\/p>\n<p><span data-contrast=\"none\">12. Type in a \u201cSpoke Name\u201d and click Next.\u00a0<\/span><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"\" src=\"https:\/\/cirasync.com\/wp-content\/uploads\/2022\/03\/BELL.png\" width=\"762\" height=\"484\" \/><\/p>\n<p>13. Next type in the \u201cHub Name\u201d and click Create.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"\" src=\"https:\/\/cirasync.com\/wp-content\/uploads\/2022\/03\/BELL2.jpg\" width=\"726\" height=\"463\" \/><\/p>\n<p>14. You should now see spokes for your Clio and Salesforce attached to your Hub.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-57018\" src=\"https:\/\/cirasync.com\/wp-content\/uploads\/2025\/03\/clio-and-salesforce.jpg\" alt=\"\" width=\"527\" height=\"461\" srcset=\"https:\/\/cirasync.com\/wp-content\/uploads\/2025\/03\/clio-and-salesforce.jpg 527w, https:\/\/cirasync.com\/wp-content\/uploads\/2025\/03\/clio-and-salesforce-480x420.jpg 480w\" sizes=\"(min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) 527px, 100vw\" \/><\/p>\n<p>15. Next, right-click your spoke, and select \u201cSync Options\u201d.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-57014\" src=\"https:\/\/cirasync.com\/wp-content\/uploads\/2025\/03\/clio-sync-options.jpg\" alt=\"\" width=\"465\" height=\"408\" srcset=\"https:\/\/cirasync.com\/wp-content\/uploads\/2025\/03\/clio-sync-options.jpg 465w, https:\/\/cirasync.com\/wp-content\/uploads\/2025\/03\/clio-sync-options-300x263.jpg 300w\" sizes=\"(max-width: 465px) 100vw, 465px\" \/><\/p>\n<p>&nbsp;<\/p>\n<p><span data-contrast=\"none\">16. Click on \u201cAllow Hub to create and sync items in this spoke\u201d. This will enable <\/span><a href=\"https:\/\/cirasync.com\/solutions\/two-way-sync\/?gclid=CjwKCAiAuOieBhAIEiwAgjCvchPJoeuQOS6VT1N2vZp5BymSExzVFYNXLUkFl1wItxFU5g2sNOlnRBoC7sAQAvD_BwE\"><span data-contrast=\"none\">two-way synchronization<\/span><\/a><span data-contrast=\"none\"> from the endpoint to the hub database and back. Select Categorize Data in Spoke if you would like to filter out which items you would like to sync.<\/span><\/p>\n<p><img decoding=\"async\" src=\"https:\/\/cirasync.com\/wp-content\/uploads\/2025\/02\/allow-hub-to-create-and-sync-items.jpg\" \/><\/p>\n<p>17. Click on \u201cSync now\u201d to two-way contact sync Deal Cloud with Salesforce. You can also edit any synchronization options for each of your spokes below.<\/p>\n<p><img decoding=\"async\" src=\"https:\/\/cirasync.com\/wp-content\/uploads\/2025\/02\/Click-sync-now-2.jpg\" \/><\/p>\n<h2><span class=\"ez-toc-section\" id=\"Learn_More_About_CiraHub\"><\/span><span data-contrast=\"none\">Learn More About CiraHub!\u00a0<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559738&quot;:40,&quot;335559739&quot;:0,&quot;335559740&quot;:259}\">\u00a0<\/span><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p><span data-contrast=\"auto\">CiraHub is a <a href=\"https:\/\/cirasync.com\/solutions\/two-way-sync\/\">two-way sync<\/a> platform for shared contacts and calendars for <\/span><a href=\"https:\/\/www.microsoft.com\/en-us\/microsoft-365\/office-365\"><span data-contrast=\"none\">Microsoft 365<\/span><\/a><span data-contrast=\"auto\">, Exchange Server, and other Microsoft Enterprise Applications users. The software is designed to make it easy for people lacking IT expertise to set up shared contact and calendar sync for their company.\u00a0<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335551550&quot;:6,&quot;335551620&quot;:6,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\">Click here to learn more about how you can start a <a href=\"https:\/\/cirasync.com\/cira-platform-demo\/\">CiraHub trial<\/a> today!<\/span><\/p>\n<p>&nbsp;<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Syncing contacts between Clio and Salesforce helps keep client and case information consistent across both platforms. Legal professionals rely on Clio for case management and Salesforce for client interactions, so having up-to-date contact details in both systems makes it easier to track communications and manage relationships. This guide will walk through the steps to set [&hellip;]<\/p>\n","protected":false},"author":38,"featured_media":46650,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_et_pb_use_builder":"","_et_pb_old_content":"","_et_gb_content_width":"","_nextfly_llmd_date_locked":true,"footnotes":"","_ppma_block_editor_authors":"","_links_to":"","_links_to_target":""},"categories":[13626,1459],"tags":[],"ppma_author":[13535],"class_list":["post-57010","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-cirahub","category-support","rawdate-2025-03-10"],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v28.0 (Yoast SEO v28.1) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>How to\u00a0Two-Way Sync Contacts Between Clio and Salesforce &#8212; CiraSync<\/title>\n<meta name=\"description\" content=\"How to\u00a0Two-Way Sync Contacts and Calendars Between Clio and Salesforce using CiraHubs multi synchronization platform.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/cirasync.com\/de\/support\/how-to-two-way-sync-contacts-between-clio-and-salesforce\/\/\" \/>\n<meta property=\"og:locale\" content=\"de_DE\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"How to\u00a0Two-Way Sync Contacts Between Clio and Salesforce\" \/>\n<meta property=\"og:description\" content=\"How to\u00a0Two-Way Sync Contacts and Calendars Between Clio and Salesforce using CiraHubs multi synchronization platform.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/cirasync.com\/de\/support\/how-to-two-way-sync-contacts-between-clio-and-salesforce\/\" \/>\n<meta property=\"og:site_name\" content=\"CiraSync\" \/>\n<meta property=\"article:publisher\" content=\"https:\/\/www.facebook.com\/CiraSync\/\" \/>\n<meta property=\"article:published_time\" content=\"2025-03-10T22:18:37+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/cirasync.com\/wp-content\/uploads\/2025\/02\/add-spoke.jpg\" \/>\n\t<meta property=\"og:image:width\" content=\"572\" \/>\n\t<meta property=\"og:image:height\" content=\"251\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/jpeg\" \/>\n<meta name=\"author\" content=\"Tara Parachuk\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:creator\" content=\"@CiraSync\" \/>\n<meta name=\"twitter:site\" content=\"@CiraSync\" \/>\n<meta name=\"twitter:label1\" content=\"Verfasst von\" \/>\n\t<meta name=\"twitter:data1\" content=\"Tara Parachuk\" \/>\n\t<meta name=\"twitter:label2\" content=\"Gesch\u00e4tzte Lesezeit\" \/>\n\t<meta name=\"twitter:data2\" content=\"6\u00a0Minuten\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\\\/\\\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\\\/\\\/cirasync.com\\\/de\\\/support\\\/how-to-two-way-sync-contacts-between-clio-and-salesforce\\\/#article\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/cirasync.com\\\/de\\\/support\\\/how-to-two-way-sync-contacts-between-clio-and-salesforce\\\/\"},\"author\":{\"name\":\"Tara Parachuk\",\"@id\":\"https:\\\/\\\/cirasync.com\\\/de\\\/#\\\/schema\\\/person\\\/60f053f1a1195c2ec011352765b3ab77\"},\"headline\":\"How to\u00a0Two-Way Sync Contacts Between Clio and Salesforce\",\"datePublished\":\"2025-03-10T22:18:37+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\\\/\\\/cirasync.com\\\/de\\\/support\\\/how-to-two-way-sync-contacts-between-clio-and-salesforce\\\/\"},\"wordCount\":469,\"publisher\":{\"@id\":\"https:\\\/\\\/cirasync.com\\\/de\\\/#organization\"},\"image\":{\"@id\":\"https:\\\/\\\/cirasync.com\\\/de\\\/support\\\/how-to-two-way-sync-contacts-between-clio-and-salesforce\\\/#primaryimage\"},\"thumbnailUrl\":\"https:\\\/\\\/cirasync.com\\\/wp-content\\\/uploads\\\/2024\\\/05\\\/CiraSync-Knowledge-Base-1080x630-Light.jpg\",\"articleSection\":[\"CiraHub\",\"Support Articles\"],\"inLanguage\":\"de\"},{\"@type\":\"WebPage\",\"@id\":\"https:\\\/\\\/cirasync.com\\\/de\\\/support\\\/how-to-two-way-sync-contacts-between-clio-and-salesforce\\\/\",\"url\":\"https:\\\/\\\/cirasync.com\\\/de\\\/support\\\/how-to-two-way-sync-contacts-between-clio-and-salesforce\\\/\",\"name\":\"How to\u00a0Two-Way Sync Contacts Between Clio and Salesforce &#8212; 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