Overview
Integrating Practifi with MyRepChat enhances your client communication workflow by creating a seamless connection between your CRM and messaging platforms. This integration offers two key benefits:
- Contact Synchronization: Import your valuable client and prospect data from Practifi directly into MyRepChat. This ensures that your contact list in MyRepChat is always up-to-date with the latest information from Practifi, including names, phone numbers, email addresses and any custom fields you've set up.
- Automated Note Creation: When you engage with clients through MyRepChat, the integration automatically creates detailed interaction notes within the corresponding contact profiles in Practifi. This feature captures important conversations, ensuring that your Practifi records reflect all client communications without manual data entry.
Please note: Practifi does not manage this integration. If you have configuration issues, please reach out to MyRepChat Support. |
Resources
For instructions on enabling this integration in your Practifi instance, see this MyRepChat knowledge base article.
If you need assistance, reach out to MyRepChat Support.
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