Formerly Lexicata, Clio Grow’s intake management tool is designed to help law firms build stronger relationships with prospective clients. This integration allows for Abby Connect to send call information from prospective (new) clients into your Clio Grow Lead Inbox for tracking, follow-up and to help begin the full intake through their system.

The integration is limited to the 4 fields Clio Grow allows Abby Connect access to post to. You may still use other additional fields in your Abby Connect New Client Call Form that you receive via email/text, but they will not pass into your Lead Inbox.

Works With: New Client Call Forms

Fields Passed: Name, Email, Phone Number, Call Regarding/Message

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Zapier is a tool that allows users to connect their apps and automate workflows. With a vast library of tools associated, there are endless workflows and automations possible to help automate small business tasks.

How it works:  Through Zapier, you create or use pre-fixed Zaps, which are small connections between two or more applications made up of a Trigger and an Action. The simple editor was made for do-it-yourself automation so you can set up Zaps without developer help. Your Zap activates based on the Trigger you select from one of the applications you use. Then subsequent Actions of your choice are performed.  No coding necessary!

Abby Connect can Trigger Zaps via chats, phone calls, and receptionist messages.

Below are a few sample use cases for use with Abby Connect on Zapier:

• Log phone calls that my Abby receptionist takes in Google Sheets
• Send a Teams or Slack notification when my Abby receptionist takes a call
• Automatically send an email to a caller after the call
• Log phone calls and messages that Abby takes in Salesforce or another CRM

Abby Connect’s Zapier integration is currently in Beta. In order to access our App in Zapier, please use this invite link and refer to your portal for your API key.