Connect CallKate to Clio
Automatically sync callers, appointments, transcripts, and lead data directly into Clio without writing any code.
How the integration works
Seamless data flow between your AI receptionist and Clio.
Automatic Contact Creation
When a new caller rings, CallKate instantly creates a new contact in Clio with their name, phone number, and caller ID info.
Call Logging & Transcripts
Every completed call is logged as an activity in Clio, complete with full audio recordings and AI-generated summaries.
Real-time Triggers
Trigger workflows in Clio based on call outcomes. If a lead is qualified, automatically move them to the next pipeline stage.
Setup in seconds
No developers required. Connect with OAuth or API key in 3 simple steps.
Go to Integrations
Log into your CallKate dashboard and navigate to the Integrations tab.
Select Clio
Click on the Clio card and click "Connect". You'll be prompted to authorize the connection.
Map your fields
Choose which CallKate data fields (like Caller Name, Summary, or Appointment Time) map to your fields in Clio.
Supercharge Clio with AI
Stop manually entering caller data. Let CallKate answer the phone and update your systems automatically.