The Complete Guide to 300Sync for Clio: Connecting Your Law Firm's CRM to HubSpot

If you've already decided that Clio and HubSpot need to talk to each other, this post is for you. We'll skip the "why" (there's a separate post on that) and go straight to what 300Sync for Clio actually does, how the sync engine works, and how to get set up.

What 300Sync for Clio syncs

The integration covers four Clio object types, each mapped to the appropriate HubSpot object.

*Contacts → HubSpot Contacts (7 field mappings)*

Every Clio contact syncs to a HubSpot contact record. The default field mappings are: first name, last name, email address, phone number, company name, job title, and mailing address. A custom property — sync300_clio_contact_id — is written to each record so the sync engine can match records on subsequent runs without relying on email deduplication.

*Companies → HubSpot Companies (7 field mappings)*

Clio companies sync to HubSpot company records. Mapped fields: company name, phone number, website, billing address, city, state/province, and Clio company ID (sync300_clio_company_id). Company associations are preserved — contacts linked to a company in Clio are associated with the corresponding HubSpot company.

*Matters → HubSpot Deals (7 field mappings)*

This is where the integration delivers the most value. Each Clio matter becomes a HubSpot deal. Mapped fields: matter name (→ deal name), practice area (→ custom property sync300_clio_practice_area), matter status (→ deal stage), responsible attorney (→ deal owner), open date (→ create date), client (→ associated contact), and Clio matter ID (sync300_clio_matter_id).

The deal stage mapping is automatic: Clio's matter statuses (Open, Pending, Closed) map to corresponding stages in your HubSpot pipeline. You can customize this mapping in the settings UI.

*Tasks → HubSpot Tickets (6 field mappings)*

Clio tasks sync to HubSpot tickets, making it easy to track open work items alongside your pipeline. Mapped fields: task name (→ ticket subject), task description (→ ticket body), due date, priority, completion status, and assignee.

How the sync engine works

*Sync direction*

On Starter, sync is one-way: Clio → HubSpot. Records created or updated in Clio flow into HubSpot automatically. Changes made directly in HubSpot are not written back.

On Professional and Enterprise, bidirectional sync is available. Updates in HubSpot flow back to Clio for supported fields. You configure sync direction per object type in the settings panel.

*Polling intervals*

The sync engine polls Clio every 15 minutes. New or updated records in Clio are detected and synced within the next polling cycle. For time-sensitive workflows, the manual sync button triggers an immediate run.

*Conflict resolution*

When the same field has been updated in both systems since the last sync, the conflict resolution strategy determines which value wins. The default is "Clio wins" — the Clio value overwrites HubSpot. This is configurable per object type on Professional and Enterprise.

*Timeline events*

After each sync, a timeline event is written to the associated HubSpot record noting the sync timestamp and what changed. This gives you an audit trail without cluttering the contact's main properties.

*Deal stage mapping*

Clio sends matter status as a capitalized string ("Open", "Pending", "Closed"). The sync engine lowercases these before mapping to HubSpot deal stages, which use lowercase internal values. Custom stage mappings can be configured if your pipeline uses non-standard stage names.

Setup walkthrough

Getting up and running takes under 10 minutes.

1. 1Install from HubSpot Marketplace. Search for "300Sync for Clio" and click Install. You'll be redirected to authorize 300Sync's access to your HubSpot portal. This grants the OAuth scopes needed to read and write contacts, companies, deals, and tickets.

1. 1Authorize HubSpot OAuth. After installation, you'll land on the 300Sync settings panel inside HubSpot. Click "Connect HubSpot" if it hasn't connected automatically. The authorization uses standard OAuth — no passwords stored.

1. 1Connect your Clio account. In the settings panel, click "Connect Clio." You'll be redirected to Clio's OAuth authorization page. Log in and approve access. 300Sync receives an OAuth token scoped to read your Clio contacts, companies, matters, and tasks.

1. 1Configure field mappings. Default field mappings are pre-configured and work for most firms. The settings panel shows each object type and its active mappings. You can add, remove, or reorder mappings without touching any code. If you're on the Starter plan, the default mappings are read-only.

1. 1Run the initial sync. Click "Sync Now" to trigger the first sync. Depending on the size of your Clio account, this can take anywhere from a few seconds to a few minutes. The sync status panel shows progress in real time.

After the initial sync, the engine runs automatically every 15 minutes.

HubSpot Workflow Actions

In addition to background sync, 300Sync installs six workflow actions you can use in HubSpot automations:

• Trigger Sync — Kick off an immediate full sync as a workflow step. Useful for post-enrollment automation.
• Create Clio Contact — Create a new contact in Clio from a HubSpot workflow. Inputs: first name, last name, email, phone, company.
• Create Clio Matter — Open a new matter in Clio from a workflow. Requires a Clio contact ID to set the client. Returns the new matter ID as an output field.
• Create Clio Task — Create a task in Clio from a workflow. The task is auto-assigned to the responsible attorney pulled from the associated matter, or to the user specified in provider metadata.
• Update Matter Status — Change a Clio matter's status (open/pending/closed) directly from a HubSpot workflow. Useful for closing matters when a deal closes.
• Log Activity — Write a note to a Clio contact or matter from a workflow. The note text supports HubSpot personalization tokens.

These actions are available in the HubSpot Workflow editor under the "300Sync for Clio" category. They also surface in Breeze AI automation.

The CRM card

When you open a HubSpot contact, company, or deal that has been synced from Clio, a CRM card in the right sidebar shows the linked Clio record's current status. For contacts, this shows the most recent matter and open task count. For deals (matters), it shows the matter status, responsible attorney, and last sync time.

The card uses a live API call back to 300Sync, so the data is always current — not a snapshot from the last sync.

Pricing

• Starter — $49/month. Up to 250 synced records. One-way sync (Clio → HubSpot). Default field mappings only.
• Professional — $149/month. Up to 5,000 records. Bidirectional sync. Custom field mappings. HubSpot Workflow Actions included.
• Enterprise — $299/month. Unlimited records. Everything in Professional, plus priority support, custom conflict resolution, and dedicated onboarding.

All plans start with a 7-day free trial of Professional.