Salesforce

Setup

Create a Connected App in Salesforce Setup, authorize ClioIQ with OAuth 2.0, and the connection is live. No CSV exports, no scheduled file drops to manage.

What syncs both ways

Deal stage, amount, and close date move both directions — a change made in Salesforce shows up in ClioIQ, and a change ClioIQ makes (with your confirmation) shows up in Salesforce.

Copilot writes here too

When Copilot proposes a CRM update, Salesforce is a valid destination — you see the exact fields and values before anything commits.

Full audit trail

Every sync is logged, so if a record ever looks off, you can see exactly what changed and when — not guess whether it was Salesforce, ClioIQ, or someone else.