Claritalk Now Integrates with AdminPulse!
Accountants, the moment has arrived: the long-awaited integration between Claritalk and AdminPulse is live! This means your workflow will become even more efficient and automated.
What does the integration entail?
Thanks to the integration with AdminPulse:
Your Claritalk reports are automatically linked to the correct client in AdminPulse.
To-dos from Claritalk appear directly in your client's task list within AdminPulse.
Colleagues gain full insight into your conversations: who, what, when, and what follow-up actions are required.
This also benefits your client: in a new conversation, you will have a complete understanding of what was previously discussed.
An integration that not only saves time but also enhances collaboration within your office!
⚙️ How do you set up the integration?
In Claritalk, click on “Hello, [your name]” in the top right corner.
Go to My Settings.
Navigate to the Marketplace tab (section 5).
Scroll to AdminPulse and click “Connect”.
You will be redirected to AdminPulse, where you can approve the necessary permissions.
When creating a new meeting, select a person before the meeting starts. This ensures all information is correctly linked to the right client.
💡 Note: it is crucial to select the correct person to prevent information from being incorrectly linked.
Want to know more?
Watch the video below or register for our free webinar on July 10th at 11:30 AM for a live demo and Q&A.