Hello, from everyone at Cliently.
In 2019, we wanted to kick off the year with a large update to our Integrations.
We have updated our integrations for Salesforce, Hubspot and pipedrive.
We have redesigned the CRM contact "card" to include Next and Last Activity - These visual reminders will help you understand what happened last and what's next for your contacts.
We have also added "flows" to our integrations. Now you can use your existing flows that were created in Cliently or create custom flows for each contact in your CRM.
Another useful feature we've added is the ability to "complete" your Task actions directly inside of the integration.
If you would like more details on our Cliently Integrations, check out the following FAQ's.
If you have any questions about our updates or our integrations in general, please access your Cliently account and click on the RED help button to contact us!
Happy New Year!
May 2019 bring you good health and fortune!