video1.0<iframe src="https://www.loom.com/embed/4149f502050f444d82afe1c70d47c1e2" frameborder="0" width="1920" height="1440" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>14401920Loomhttps://www.loom.com14401920https://cdn.loom.com/sessions/thumbnails/4149f502050f444d82afe1c70d47c1e2-1bd58abfc5775ae8.gif352.433333In this video, I walk you through connecting your Abbey account to Clio Manage and setting up the integration settings to ensure seamless data syncing. You'll learn how Abby matches contacts, whether by email only or by both email and phone, and how to customize which fields get updated. I also cover how to manage call types for integration, ensuring only relevant conversations flow into your CRM. Finally, I demonstrate how the integrated data appears in Clio, making your contact records accurate and up-to-date. Please make sure to follow the steps and save your settings as you go!