Very Helpful Consult for Law Firm - Clio & Zapier
We are a solo attorney law firm and wanted to use Zapier to automate the process of transferring information from a Google Sheet to Clio Manage (CMS). We thought we could create the Zap ourselves and did, but it kept failing to match the correct client record. Connex Digital/Andrés was incredibly helpful, knowledgeable, and easy to work with. In addition, he suggested a change that would save us zaps! We highly recommend Connex Digital/Andrés!
Experiência incrível e resolução do problema
Estava com dificuldade de automatizar um ZAP envolvendo o OneDrive e o Monday. O Andrés foi extremamente solicito e disposto a me ajudar a resolver o problema. Em duas reuniões, conseguiu entender o que precisávamos, mapear o processo e resolver o problema. Nota 1000 para a empresa e, principalmente, para o Andrés.
Super informative and helpful
Paul was extremely knowledgable and helpful. My company is looking to establish a knowledge base and kept running into a roadblock. Paul was able to explain ways to address the roadblock and asked the right questions to get at the root cause of the issue.
Helpful & Easy to Communicate
I work at a company that specializes in all things decks. I was having trouble linking a zap from Popl to Builder Prime. Andres was very attentive to the issues I was having, fixed the issue very quickly and made sure that everything was working correctly before disconnecting the call. It was very easy to communicate with Andres and I felt very happy and satisfied with our call.
Quick, clear and expert advise!
We needed a streamlined solution to integrate incoming leads (buyers) with our CRM system to enhance our response speed and improve interaction time with each lead. Andres at Connex Digital made the entire process straightforward and provided guidance tailored to our needs. During our call, I felt confident and supported, knowing we were in expert hands. Highly recommend their services!