CRM sync
Adds enquiries, call backs and bookings to your CRM without duplicate contacts.
What it does
- Every enquiry, call back and booking is added to your CRM.
- Matches people by phone number so they don’t get duplicate contacts.
- Adds a note of what happened.
- Using Salesforce or Clio Grow? Each new enquiry arrives as a new lead instead, ready to follow up.
Works with
- HubSpot
- Pipedrive
- Capsule
- Close
- Freshsales
- Copper
- Brevo
- Square customer directory
- Salesforce
- Clio Grow
Setting it up
Paste an API token from your CRM. Salesforce needs only your organisation ID; Clio Grow, your lead capture token.
Set up around how your business works. If you need it to do more, one of our developers can build that for you. Arrange a call ›