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How do I integrate Ruby Receptionists with Clio

Objective:

  • to integrate Ruby Receptionists with Clio

Environment:

  • Clio Web App
  • Ruby Receptionists

Additional Information:

Ruby Receptionists provides personalized, live, virtual receptionist services. Ruby leverages proprietary technology combined with bright, charming receptionists who live five core values—Foster Happiness, Practice "WOWism", Create Community, Innovate and Grow—to deliver its unique vision of customer service. Using their signature Ruby tone, Ruby's receptionists cheerfully connect calls, take messages, answer basic inquiries, process intake forms, screen callers and more.

For more information on this integration, click here

Procedure:

  1. Log into Ruby Receptionists 
  2. Click on Account > Applications
  3. Navigate to the Authorize button and this will allow Ruby to automatically send messages to your Clio account as Communication logs.  If you are not already logged into Clio, you will be prompted to do so, then confirm the connection. 

 

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