The Abby Connect Clio Grow Integration sends prospective client call details straight into your Clio Grow Lead Inbox in real time, so you never miss a lead. Name, phone number, email, and message are added automatically, while any extra details from your Abby Connect form are sent via email or text. With this streamlined setup, you can follow up faster, keep leads organized, and start the intake process right from Clio Grow — all without extra data entry.
1.) Connect your Clio Grow Account
2.) Configure the Integration Settings
3.) Enable the Integration in the Message Form
4.) Additional location for viewing and editing drop-down menus the Clio Grow Integration is activated on
Navigate to Settings > Integrations > Clio Grow to open the Integration Settings page. Scroll to the bottom to see a list of every location where the Clio Grow Integration is enabled.
Be sure to test!