Hona can send each new lead captured by the AI Receptionist or your website chatbot straight to your Clio Grow Lead Inbox.
Before you start. Get your Clio Grow Inbox Lead Token from Clio Grow. This connection is separate from your Clio Manage integration and does not need it.
Set it up.
In Hona, go to Automations and click +.
Set the trigger to a form submission, and choose your chatbot form or AI Receptionist form.
Add the action Create Lead in Clio Grow.
Choose your region (US, EU, AU or CA) and paste your Inbox Lead Token.
Fill in the lead fields, using form answers where you want. First name, last name, message, referring URL and source are required. Email and phone are optional.
Save.
What is sent. Name, message, email, phone, referring URL and source. Custom Clio Grow fields are not filled.