video1.0<iframe src="https://www.loom.com/embed/6bfafdc52aa746d69487b96f737a764f" frameborder="0" width="1920" height="1440" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>14401920Loomhttps://www.loom.com14401920https://cdn.loom.com/sessions/thumbnails/6bfafdc52aa746d69487b96f737a764f-9278d8cb86f32ea8.gif354.266667In this video, I walk you through connecting your Abbey account to Clio Manage and setting up the integration settings to streamline your CRM. Once connected, Abbey can automatically send call details and contact information into Clio, ensuring your records are accurate and up-to-date. I also explain how to manage data syncing, including matching contacts by email or phone and selecting which fields to update. Additionally, I cover how to filter which calls integrate with Clio, so only relevant conversations are logged. Please make sure to follow the steps and save your settings to enhance your Abbey experience.