WhatsApp Business
Send and receive messages through the Meta WhatsApp Cloud API, with templates and signed webhooks. See WhatsApp automation.
Integrations
Clio integrations: connect WhatsApp to the tools you already use.
Clio connects your WhatsApp and Instagram conversations to spreadsheets, stores, calendars, CRMs and helpdesks. Each integration is connected once in Clio and then used from the inbox or as steps in workflow automation. Credentials are stored encrypted.
Messaging channels
Receive and reply to Instagram direct messages, and automate them. See Instagram messaging.
Data, CRM and commerce
Google Sheets
New rows can start workflows; workflows can append rows. Connect several Google accounts and as many spreadsheets as you need.
Zoho CRM, Salesforce and Kylas
Create leads in your sales CRM from a Clio workflow when a WhatsApp conversation qualifies.
Shopify and WooCommerce
Sync your product catalogue so agents can find products from the inbox, and look up order status in a workflow.
Zoho Billing
Look up a contact’s invoices and subscription status without leaving the conversation.
Freshdesk
See a contact’s open tickets from the inbox, and open a new ticket from a workflow.
Scheduling and developer tools
Calendly
Send booking links from a workflow; every booking shows up against the right contact automatically.
Google Meet
Create a Meet link for a call from a workflow, using the same Google account as Sheets.
Webhooks and API keys
Send signed events to your own systems with retry history, call a workflow’s own webhook from outside, or pull data with a Clio API key.
Integration questions
Questions about Clio integrations
What integrations does Clio support?
WhatsApp Business (Meta Cloud API), Instagram, Google Sheets, Google Meet, Calendly, Shopify, WooCommerce, Zoho CRM, Salesforce, Kylas, Zoho Billing and Freshdesk, plus outbound webhooks and API keys for your own systems.
Can Clio connect WhatsApp to Google Sheets?
Yes, in both directions: a new row can trigger a WhatsApp message, and workflow events — such as a customer’s reply — can be appended to a sheet.
Can I connect a tool that isn’t listed?
Use outbound webhooks and the workflow webhook trigger to connect your own systems. Custom integrations are part of the Scale plan — contact us to discuss what you need.
Your WhatsApp operation shouldn’t
depend on one person’s phone.
Give your team one place for conversations, customer data, automation, and follow-ups.
Meta-verified business required · Official Meta WhatsApp Cloud API · Meta messaging charges billed separately
Prefer to talk first? support@clio.co.in