Clearbooks and CRM system
Question asked by Lisa Pritchard 6 years ago
Can Clearbook integrate with any CRM system? I read somewhere that it is compatible with Capsule but I cant see this in the intergration feature. Thanks
Question asked by Lisa Pritchard 6 years ago
Can Clearbook integrate with any CRM system? I read somewhere that it is compatible with Capsule but I cant see this in the intergration feature. Thanks
Hi Lisa,
The Capsule integration has been removed as they have updated their API in which we no longer support. However, another CRM system we currently are integrated with is MailChimp, which can be found under Tools > Integrations > Other integrations.
Tommy
I'm not sure if it's compatible with Capsule, but it's always worth checking with Clearbook's support team to see if there's any information on the topic. On a different note, have you ever considered looking into crm instagram integration? It could be a unique way to engage with your customers and build relationships through social media. Just a thought! :)
Hey there! It's great that you're looking into Clearbrook and its compatibility with various CRM systems
No problem Lisa!
Hi Tommy,
I had noticed Mailchimp, I'll look into this package.
Thanks for your help as always.