{"id":57023,"date":"2025-03-10T14:18:14","date_gmt":"2025-03-10T22:18:14","guid":{"rendered":"https:\/\/cirahub.com\/?p=57023"},"modified":"2025-03-10T14:18:14","modified_gmt":"2025-03-10T22:18:14","slug":"how-to-two-way-sync-contacts-between-clio-and-zoho","status":"publish","type":"post","link":"https:\/\/cirasync.com\/de\/support\/how-to-two-way-sync-contacts-between-clio-and-zoho\/","title":{"rendered":"How to\u00a0Two-Way Sync Contacts Between Clio and Zoho"},"content":{"rendered":"<article class=\"w-full text-token-text-primary focus-visible:outline-2 focus-visible:outline-offset-[-4px]\" dir=\"auto\" data-testid=\"conversation-turn-7\" data-scroll-anchor=\"true\">\n<div class=\"m-auto text-base py-[18px] px-6\">\n<div class=\"mx-auto flex flex-1 text-base gap-4 md:gap-5 lg:gap-6 md:max-w-3xl lg:max-w-[40rem] xl:max-w-[48rem]\">\n<div class=\"group\/conversation-turn relative flex w-full min-w-0 flex-col agent-turn @xs\/thread:px-0 @sm\/thread:px-1.5 @md\/thread:px-4\">\n<div class=\"flex-col gap-1 md:gap-3\">\n<div class=\"flex max-w-full flex-col flex-grow\">\n<div class=\"min-h-8 text-message relative flex w-full flex-col items-end gap-2 whitespace-normal break-words text-start [.text-message+&amp;]:mt-5\" dir=\"auto\" data-message-author-role=\"assistant\" data-message-id=\"c322bb96-8f3a-4d9e-bf8f-918b0bb16348\" data-message-model-slug=\"gpt-4o\">\n<div class=\"flex w-full flex-col gap-1 empty:hidden first:pt-[3px]\">\n<div class=\"markdown prose w-full break-words dark:prose-invert light\">\n<p data-start=\"62\" data-end=\"434\">Legal professionals rely on Clio for case management and Zoho for CRM and business operations.<\/p>\n<p data-start=\"62\" data-end=\"434\">Keeping contact details aligned between these platforms can be quite difficult without a synchronization platform, especially when client information frequently changes.<\/p>\n<p data-start=\"62\" data-end=\"434\">With a two-way sync, every update made in Clio or Zoho is automatically reflected in the other, reducing the risk of outdated or incomplete records.<\/p>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/article>\n<h2 data-start=\"365\" data-end=\"594\"><span class=\"ez-toc-section\" id=\"How_to_Two-Way_Sync_Contacts_Between_Clio_and_Zoho\"><\/span>How to Two-Way Sync Contacts Between Clio and Zoho<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_Zoho\"><\/span>Step 2: Create a Spoke for Zoho<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><iframe loading=\"lazy\" title=\"Zoho V2\" src=\"https:\/\/player.vimeo.com\/video\/852447548?dnt=1&amp;app_id=122963\" width=\"1080\" height=\"608\" frameborder=\"0\" allow=\"autoplay; fullscreen; picture-in-picture; clipboard-write; encrypted-media; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\"><\/iframe><\/p>\n<p><span data-contrast=\"none\">8. Select <a href=\"https:\/\/www.zoho.com\/index1.html\">Zoho<\/a> as the contact spoke type.<\/span><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-57025\" src=\"https:\/\/cirasync.com\/wp-content\/uploads\/2025\/03\/select-zoho-crm.jpg\" alt=\"\" width=\"858\" height=\"691\" srcset=\"https:\/\/cirasync.com\/wp-content\/uploads\/2025\/03\/select-zoho-crm.jpg 858w, https:\/\/cirasync.com\/wp-content\/uploads\/2025\/03\/select-zoho-crm-480x387.jpg 480w\" sizes=\"(min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) 858px, 100vw\" \/><\/p>\n<p><span data-contrast=\"none\">9. Select Zoho Credentials to access its data.\u00a0<\/span><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-57029\" src=\"https:\/\/cirasync.com\/wp-content\/uploads\/2025\/03\/sign-in-with-zoho.jpg\" alt=\"\" width=\"858\" height=\"695\" srcset=\"https:\/\/cirasync.com\/wp-content\/uploads\/2025\/03\/sign-in-with-zoho.jpg 858w, https:\/\/cirasync.com\/wp-content\/uploads\/2025\/03\/sign-in-with-zoho-480x389.jpg 480w\" sizes=\"(min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) 858px, 100vw\" \/><\/p>\n<p><span data-contrast=\"none\">10. Sign in to your Zoho Account.\u00a0<\/span><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-57033\" src=\"https:\/\/cirasync.com\/wp-content\/uploads\/2025\/03\/zoho-sign-in.jpg\" alt=\"\" width=\"492\" height=\"489\" \/><\/p>\n<p><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\">11. Click Accept to give CiraHub access to your Zoho account.\u00a0<\/span><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"\" src=\"https:\/\/cirasync.com\/wp-content\/uploads\/2023\/03\/connect-to-zoho-connector.png\" width=\"341\" height=\"313\" \/><\/p>\n<p>12. Type in a spoke name and click CREATE.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"\" src=\"https:\/\/cirasync.com\/wp-content\/uploads\/2023\/03\/zoho-spoke.png\" width=\"627\" height=\"437\" \/><\/p>\n<p><span class=\"EOP SCXW89754526 BCX0\" data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559738&quot;:240,&quot;335559739&quot;:240,&quot;335559740&quot;:276}\">13. <\/span>Next, right-click your spoke, and select \u201cSync Options\u201d.<\/p>\n<p><img decoding=\"async\" src=\"https:\/\/cirasync.com\/wp-content\/uploads\/2025\/03\/clio-sync-options.jpg\" \/><\/p>\n<p>14. <span class=\"TextRun SCXW76201369 BCX0\" lang=\"EN-US\" xml:lang=\"EN-US\" data-contrast=\"none\"><span class=\"NormalTextRun SCXW76201369 BCX0\">Click on \u201cAllow Hub\u201d to create and sync items in this spoke. This will enable two-way synchronization from the endpoint to the hub database and back.<\/span><\/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>15. Click on \u201cSync now\u201d to two-way sync contacts between Clio and Zoho.<\/p>\n<p><span data-contrast=\"none\"> <img decoding=\"async\" src=\"https:\/\/cirasync.com\/wp-content\/uploads\/2025\/02\/Click-sync-now-2.jpg\" \/><\/span><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Legal professionals rely on Clio for case management and Zoho for CRM and business operations. Keeping contact details aligned between these platforms can be quite difficult without a synchronization platform, especially when client information frequently changes. With a two-way sync, every update made in Clio or Zoho is automatically reflected in the other, reducing the [&hellip;]<\/p>\n","protected":false},"author":38,"featured_media":46650,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"page-cirahub.php","format":"standard","meta":{"_et_pb_use_builder":"","_et_pb_old_content":"","_et_gb_content_width":"","_nextfly_llmd_date_locked":false,"footnotes":"","_ppma_block_editor_authors":"","_links_to":"","_links_to_target":""},"categories":[13626,1459],"tags":[],"ppma_author":[13535],"class_list":["post-57023","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 Zoho &#8212; CiraSync<\/title>\n<meta name=\"description\" content=\"How to\u00a0Two-Way Sync Contacts and Calendars Between Clio and Zoho 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-zoho\/\/\" \/>\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 Zoho\" \/>\n<meta property=\"og:description\" content=\"How to\u00a0Two-Way Sync Contacts and Calendars Between Clio and Zoho 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-zoho\/\" \/>\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=\"2025-03-10T22:18:14+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=\"5\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-zoho\\\/#article\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/cirasync.com\\\/de\\\/support\\\/how-to-two-way-sync-contacts-between-clio-and-zoho\\\/\"},\"author\":{\"name\":\"Tara Parachuk\",\"@id\":\"https:\\\/\\\/cirasync.com\\\/de\\\/#\\\/schema\\\/person\\\/60f053f1a1195c2ec011352765b3ab77\"},\"headline\":\"How to\u00a0Two-Way Sync Contacts Between Clio and Zoho\",\"datePublished\":\"2025-03-10T22:18:14+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\\\/\\\/cirasync.com\\\/de\\\/support\\\/how-to-two-way-sync-contacts-between-clio-and-zoho\\\/\"},\"wordCount\":302,\"publisher\":{\"@id\":\"https:\\\/\\\/cirasync.com\\\/de\\\/#organization\"},\"image\":{\"@id\":\"https:\\\/\\\/cirasync.com\\\/de\\\/support\\\/how-to-two-way-sync-contacts-between-clio-and-zoho\\\/#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-zoho\\\/\",\"url\":\"https:\\\/\\\/cirasync.com\\\/de\\\/support\\\/how-to-two-way-sync-contacts-between-clio-and-zoho\\\/\",\"name\":\"How to\u00a0Two-Way Sync Contacts Between Clio and Zoho &#8212; 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