TABLE OF CONTENTS TABLE OF CONTENTS Method 1: Connect a New WhatsApp Business number How to Sign Up With the New WhatsApp Business App Phone Number Verification FAQs Q. I received an error message stating that the number is registered to an existing WhatsApp account. What should I do next?…
Overview The Clio integration combines your CRM’s marketing automation with Clio’s legal practice management, allowing law firms to boost client engagement, improve online visibility, and streamline operations. With this integration, your firm can manage client communications, automate reviews, and improve your SEO, making it easier to attract and retain clients….
Table of contents What are Private Integrations? What’s the difference between Private Integrations and API Keys? What’s the difference between Private Integrations and OAuth2 Access Tokens? How do I use Private Integrations? How do I use Private Integrations? Who can create Private Integrations? Where can I find Private Integrations? How…
What is happening? Google has sunset its Google Business Profile – Chat. Timeline of events: Were my contacts notified about this change? Beginning July 15, 2024, contacts in existing chat conversations were notified about the feature phaseout. These notifications will be shown in existing chat conversations until July 31, 2024,…
Messages When a customer visits your GBP page and sends a message via the chat section, the message is fetched in the connected sub-account under the Conversations page. Based on the inbound message received, you can further engage with your customer directly from your CRM (Conversations page level) by sending…
Learn how to effortlessly add or remove Google Business Profile pages and adjust GBP messaging and call tracking settings within your sub-account. This guide provides a simple step-by-step process to manage your GBP pages. Please note that the “Manage Pages” option is available only after the successful integration of GBP…
ow to Connect Multiple Google Business Profile Pages Navigate to Integrations: To connect your Google Business Profile (GBP) pages, visit the Integrations page located under Sub-Account Settings. Proceed to the GBP Integrations section. Note: If you cannot see the Google Business Profile option on the Integrations page, please ensure your Google…
Pre-requisite Please connect your Linkedin account with the CRM. To know more about how to connect Linkedin with the CRM, click here Add Workflow Trigger
How it works? Initiate LinkedIn Integration: Authorize Account & Permissions: Select Ad Accounts: Ad Account Requirements: Configure Synchronization: Form Field Mapping: Frequently Asked Questions (FAQs): Navigate to Manage Ad Accounts under Integrations > LinkedIn. From here, you can add/remove or modify the sync time for existing ad accounts. Click Update…
Overview You can now add and track notes for individual appointments. All notes related to an appointment are visible in the Appointment Modal, where you can see notes added by various users. Additionally, these notes are accessible in the Contacts & Conversations tab under the Notes section, helping you keep…
