Question:
- How is the Zipwhip integration set up
- How can I text my Clients from Clio
Environment:
- Clio Manage
- ZipWhip
Additional Information:
Procedure:
Connecting Zipwhip to Clio
1. After logging into Zipwhip, select Admin Console from the upper right menu.
2. In the Account Console, select the Integrations tab
3. Click the Clio icon
4. Click Install to initiate the integration process
5. When prompted, sign into Clio
6. Click Allow Access
The welcome page is then displayed:
After setting up the integration, users will see messages synced to Contacts under the Communication area as a log:
