Cloven CRM integrates directly with SideDrawer. This means that creating SideDrawers, sending Info Requests, and adding Collaborators can be embedded in your CRM workflow.
The SideDrawer enhancement is 100% included for all Cloven users. With the click of a button, install best-practice workflows directly in your CRM.
A secure connection with SideDrawer is needed. To do this, Cloven uses the industry-leading connector, Zapier.
If this sounds complicated- don’t worry- we do it for you!
Note: A separate Zapier subscription is not required.
With the setup complete, now the fun can begin!
Use the standard drop-down to automate standard doc exchange actions in your SideDrawer.
Bonus: use Cloven’s field updates to automatically modify this drop-down based on key moments in your process.
Some advanced doc exchange actions must be done in SideDrawer.
To help with this, we offer a “Quick Access” to your client’s SideDrawer dashboard directly from the CRM!
If you have any questions on this, we'd love to speak with you! Let's schedule some time to chat:
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