ClioGrow Integration

What does the integration do?

This integration creates a new Lead in ClioGrow whenever your virtual receptionist takes a message for your business.

Installing the integration

From your AnswerConnect application, click on the Manage icon in the sidebar and choose the Integrations tab.

Click the ClioGrow integration card.

Click the Integrate button.

Connecting your accounts

Enter your ClioGrow API token.

Choose Leads as the Setup Target and click Continue.

Map the AnswerConnect fields to the corresponding ClioGrow attributes and click continue.

Mandatory fields are marked with a red asterisk.

Next, click the Test button to verify the attributes are mapped correctly. Successful mapping will activate the integration.

Deactivating the integration

To deactivate the integration, go to Manage, choose the ClioGrow integration card and click Deactivate.