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How to Connect Abby Connect to Clio Grow

Connect Abby to Clio Grow in minutes—automatically capture new leads, sync caller details, and keep your intake pipeline organized from the very first call.

Updated over 3 weeks ago

1. Open Abby Settings

  • Expand the Settings menu in your Abby portal.

  • Click Integrations.

  • Find Clio Grow in the integrations list

2. Enter Your Lead Capture Token

  • In Clio Grow, go to Settings → Integrations → Lead Capture.
    Scroll down and copy your Lead Capture Token.

  • Back in your Abby portal, paste the token into the Clio Grow Integration field.

  • Click Save to finalize the connection.

3. Choose What Data Abby Sends

Decide which call details Abby should send to Clio Grow to include in the lead messages, including:

  • Caller name

  • Phone number

  • Email (if available)

  • Call start and end time

  • Message summary

  • Call transcription (if enabled)

This ensures every new inquiry is accurately captured—without any manual data entry.

4. Set Call Type Rules

You may not want every call to create a new lead in Clio. Abby lets you decide by call type.

For Human Receptionists

  1. Expand the Account menu.

  2. Click Message Form.

  3. Select a call type (e.g., New Client, Current Client, Billing).

  4. On the right side, toggle the Clio integration on.

  5. Choose whether to sync incoming calls, outgoing, or both.

  6. Click Save.

For AI Receptionists

  1. Expand the AI Receptionist Flow menu.

  2. Click AI Receptionist Call Handling.

  3. Select the call type you want integrated.

  4. Click Edit.

  5. In the interaction options, toggle the Clio integration on.

  6. Choose whether to sync incoming calls, outgoing, or both.

  7. Click Save.

5. View Leads in Clio Grow

Once integrated, new leads will appear in your Clio Grow Leads Inbox.

Each record includes:

  • The caller’s name, phone number, and email (when available)

  • The call summary or message taken

  • Call metadata such as date, time, and direction

This gives your firm instant visibility into every new inquiry your Abby team or AI captures.

✅ That’s It!
Your Abby account is now connected to Clio Grow. Every qualified call and message from your receptionists or AI will appear automatically in your lead pipeline—organized, accurate, and ready for follow-up.

💡 Pro Tips

  • Limit to new clients: Avoid clutter by syncing only new client call types.

  • Test it fast: Place a test call to your Abby number to confirm that leads are appearing correctly in Clio Grow.

🎥 Demo Videos
See the integration in action:

  • AI Receptionist + Clio Grow
    Watch how Abby’s AI creates new leads automatically.
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  • Human Receptionist + Clio Grow
    See how your live receptionist team seamlessly syncs new client calls.
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