Abby Connect + Clio + Filter by Zapier
Create person contacts in Clio from new Abby Connect chats
Do you currently create person contacts in Clio every time your Abby Connect receptionists send you a new lead chat? With this integration, you can do that more efficiently. Once this Zapier template is in place, your new receptionist chats for leads will automatically create a person contact in Clio.
Do you currently create person contacts in Clio every time your Abby Connect receptionists send you a new lead chat? With this integration, you can do that more efficiently. Once this Zapier template is in place, your new receptionist chats for leads will automatically create a person contact in Clio.
- When this happens...New Chat
Triggers when a new chat is created.
- automatically do this...Only continue if...
Set up rules to specify when this Zap can continue running.
- then do this!Create Person Contact
Creates a person contact.
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About Abby Connect
Abby Connect helps small businesses grow and stay connected with potential clients and customers 24/7/365 with live phone answering and chat messaging services.
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About Clio
Clio is a practice management platform that helps lawyers work more efficiently by making it easy to do tasks like tracking time, managing matters, and generating invoices.
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About Filter by Zapier
Only allow a Zap to proceed when a certain condition is met. For example, if you're sending a text message when you receive a new email, you could use a Filter that only sends a text message when the email received is from a certain address.