How can I add a customer?
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How can I add or update a Lead?
We'll cover ----------------------------------------------- How can I add a Lead? How can I add a Lead at the top or bottom of a stage in Pipeline? How can I update a Lead? How can I add a Lead through Zapier? ...
How to set Auto Payment for Recurring Invoice?
We'll cover ------------- What is Auto Payment in Recurring Invoices? How to setup Auto Payment in Recurring Invoices? When will your Customer be auto charged? What happens when your Customer wants to change the card details? What happens if the card ...
Mailbox overview
Connecting and Syncing your mailbox ✉️ in Clientjoy will help you to communicate with your prospects/customers in Clientjoy. All the emails from the last 1 month will be synced with your ClientJoy account. Following are the things you will be able to ...
How to add Leads from Clientjoy to Google Sheets using Integromat?
Let's take an example when an entry is made in your leads module of your Clientjoy account, it gets automatically added to your Google Sheets. Here are the steps to follow. 1 . Login to your Integromat account. Click on Scenarios. 2) Click on Add new ...
How to add Leads from Clientjoy to Google Sheets using Integromat?
Let's take an example when an entry is made in your leads module of your Clientjoy account, it gets automatically added to your Google Sheets. Here are the steps to follow. 1 . Login to your Integromat account. Click on Scenarios. 2) Click on Add new ...