Clio Phone Integration — Calls, SMS & WhatsApp

Every call routed. Every ticket updated. Every customer helped faster.

Connect PBX.IM to Clio phone system and handle calls, SMS, and WhatsApp without leaving your helpdesk. Calls reach the right agent automatically and every interaction is logged to the right ticket - no manual updates, no missed context.

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How PBX.IM Phone Integration Works with Clio?

Connect Clio to a phone system built for support teams. Authenticate your account through the Clio marketplace and PBX.IM syncs instantly, placing a full softphone directly inside your workspace. Make and receive calls, send SMS, and manage WhatsApp from one screen. Every call is logged to the right ticket automatically, including duration, outcome, AI transcript, and notes, so your records stay accurate without any manual effort.

Click-to-Call from Clio

Call any customer directly from Clio - no copy-pasting numbers, no switching apps. One click on any ticket or contact record starts the call through PBX.IM.

Smart Call Queues

Keep customers moving toward resolution without long wait times. Distribute incoming calls by agent availability, skill set, or support tier - and give customers estimated wait times and callback options so no one drops off frustrated. 

Auto Attendant and IVR

Greet every caller with a structured phone menu that routes them to the right team without agent intervention. Technical support, billing, general enquiries - each goes straight to the right queue from the moment the call connects.

SMS Support from Clio

Handle customer queries over SMS without leaving Clio. Every message thread is stored against the ticket so your team has the full conversation history in view - across every channel, in one place. 

WhatsApp Support from Clio

Let customers reach your support team on WhatsApp and manage every conversation from inside Clio. Messages are assigned, tracked, and logged automatically - no shared phones, no lost threads.

Clio Phone System Use Cases

Built for teams that run on connected workflows. PBX.IM adds calls, SMS, and WhatsApp to any automation without extra tools or extra steps.

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Trigger Calls from Any Workflow

When a lead reaches a certain score, a deal moves to a new stage, or a form is submitted - PBX.IM fires a call automatically through Clio. No manual handoff, no missed follow-up.

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WhatsApp in Any Automation

Add WhatsApp to workflows that previously only had email or SMS. Reach contacts on the channel they respond to fastest - and log every reply back to the right record through Clio.

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SMS Notifications and Follow-Ups

Send automated SMS messages at any point in your workflow. Appointment reminders, payment confirmations, delivery updates - any trigger in Clio can kick off a text through PBX.IM instantly.

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Call Logging Across Every Tool

Every PBX.IM call can write data back through Clio to any connected platform - CRM, helpdesk, project management, or spreadsheet. One call, automatically logged everywhere it needs to be.

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Alerts and Escalations

When a call is missed, goes unanswered, or exceeds a set duration - trigger an alert, create a task, or escalate to a manager automatically through Clio. Nothing falls through without someone knowing.

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Multi-Step Communication Workflows

Build sequences that combine calls, SMS, and WhatsApp across multiple tools - all orchestrated through Clio. No switching platforms, no manual steps between touchpoints.

Keep Your Tools. Upgrade Your Workflow.

PBX.IM connects with the platforms your team already relies on - so you can add powerful calling without replacing anything.

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Don’t See Your Tool Listed?

PBX.IM connects with Clio and any other platform your team uses. If you don’t see your tool in the list, contact us and we’ll set it up for you.

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Clio Phone System FAQs

Does Clio have a telephony system?

Clio does not include a native phone system. To make and receive calls, send SMS, and manage WhatsApp directly from Clio, you need to connect it to a business phone system like PBX.IM.

Does Clio have a VoIP?

Clio does not have built-in VoIP. By connecting PBX.IM to Clio, your team gets full VoIP calling, SMS, and WhatsApp without leaving the platform they already work in.

Can you make phone calls through Clio?

Yes - once you connect PBX.IM to Clio, you can make and receive calls directly from any contact record using Click-to-Call. No switching apps, no manual dialing.

How to integrate telephony with Clio?

Connect PBX.IM to Clio through the PBX.IM integrations dashboard:

  1. Sign in to PBX.IM and open Integrations.
  2. Find Clio in the list and click Connect.
  3. Sign in to your Clio account and authorize access.
  4. Choose which seats to enable and what to sync — calls, texts, messages, and contacts.
  5. Save, and you're live.

Once connected, your team can call, text, and message contacts directly from Clio, with all activity synced automatically.

Does PBX.IM log calls automatically to Clio?

Yes. Every inbound and outbound call is logged to the relevant contact record in Clio automatically, including duration, outcome, and any notes added during the call. Each call also generates an AI transcript with a summary and action items, so your team has the full picture of every conversation without listening back to recordings.

Can I send SMS from Clio using PBX.IM?

Yes. Once PBX.IM is connected, you can send and receive SMS messages directly from Clio. All message threads are stored against the contact record and visible to your whole team.

Does the integration support WhatsApp?

Yes. PBX.IM includes WhatsApp Business messaging, which means your team can send and receive WhatsApp messages from within Clio. Every conversation is logged to the contact record automatically.