CLIO IQHubSpot
Contacts, Companies & Deals. Authorize with a Private App access token from Settings → Integrations in HubSpot.
Setup
In HubSpot, go to Settings → Integrations → Private Apps, create one scoped to Contacts, Companies, and Deals, and paste the access token into ClioIQ. No OAuth redirect flow to configure.
What syncs
Contacts, Companies, and Deals move both directions on your chosen schedule — a stage change in HubSpot reflects in ClioIQ, and vice versa once confirmed.
Confirm before it writes
Copilot's confirm-before-write flow applies here too — you see the exact fields before anything updates in HubSpot.
Fully logged
Every sync is recorded, so you can always trace a HubSpot record change back to the call or action that triggered it.
A Private App token — no OAuth redirect to configure.
Walk through a real filed record.
We'll show you a transcript become a CRM entry, end to end.