What does it do?
Here are the main ways to use this integration:
- Sync customer data: When an invoice is posted in Protractor/Mitchell Enterprise, the associated customer data will be automatically synced to the platform, allowing you to seamlessly communicate with your customers.
- Automate review requests: Automatically request reviews from customers who have recently had a invoice put into the ‘Posted’ status in Protractor/Mitchell Enterprise. This automated process encourages feedback and helps build a strong online reputation.
- Seamless Customer Communication: Use the platform to communicate with your customers effortlessly. Notify them of updates, send email campaigns, and easily follow up on inquiries, all from within the platform.
How does it work?
To set up your connection with Protractor/Mitchell Enterprise, click on the “Request Connection” button. Our support team will follow up with you to get your connection set up. Integration setup will require an appointment that involves a call and screenshare. Please make sure you are logged into Protractor/Mitchell Enterprise as an Admin-level user during your appointment.
Requirements
- A Protractor/Mitchell Enterprise account
