Clio Integration (think Salesforce for Lawyers)

[David Lee]

A new prospect today asked if 3CX can integrate with Clio just like Vonage does.

See https://www.clio.com/pressrelease/p...s-with-vonage-business-and-ruby-receptionist/

Anyone here have clients using Clio with 3CX?


Thanks,

David

 

[edossantos]

Hi David,

There is no such integration out of the box, but you can create it using this guide:
https://www.3cx.com/docs/crm-integration/

If you are a CRM vendor and want to cooperate with 3CX, or you are ready to pay for an integration then you can fill in the 3CX CRM Integration Suggestion Form and the integration will be considered by 3CX.

Regards.

 

[David Lee]

What if we develop the integration ourselves? I'm wondering if there's a 3rd party marketplace we can sell this to.

 

[edossantos]

You can do it of course.

There is no marketplace, you would need to promote it yourself.