How to Connect Clicki to Service Autopilot

In this guide, we will walk you through the process of connecting Clicki to Service Autopilot. This integration allows you to automate the flow of information between the two systems, enhancing your referral program's efficiency and effectiveness. Here's a step-by-step breakdown of how to achieve this integration.

Overview

The primary goal of connecting Clicki to Service Autopilot is to facilitate the flow of customer data between the two platforms. There are two main scenarios for data exchange:

1. From Service Autopilot to Clicki: Every time you acquire a new customer or have a conversion in Service Autopilot, you want to inform Clicki to award referral bonuses or add the customer to a campaign.

2. From Clicki to Service Autopilot: When generating referrals through Clicki campaigns, it's essential to send those leads to Service Autopilot.

This guide focuses on the first scenario: transferring data from Service Autopilot to Clicki.

Step 1: Add Clicki as an Employee in Service Autopilot

Service Autopilot does not have a native API. Therefore, we use automations and an employee profile to extract data.

1. Create a New User:

   • Go to your Service Autopilot account.

   • Add CRM@JoinClicki.com as an employee user.

   • Set a password for this user and send it to our team. This step allows us to connect to your Service Autopilot account from the backend.

2. Note: Ensure you have completed this step before proceeding, as it sets up the foundation for data transfer.

Step 2: Set Up the Trigger Rule in Service Autopilot

Next, you'll need to configure a trigger rule that determines when data should be sent from Service Autopilot to Clicki.

1. Create a Trigger Rule:

   • Navigate to the automation section of your Service Autopilot account.

   • Define a trigger rule, such as "When a lead is converted to a client."

   • Utilize conditional logic to refine your triggers (e.g., only trigger if the lead is for a residential customer).

2. Save the Sequence: Once the trigger rule is set up, save the sequence to ensure the data is ready to be sent when the condition is met.

Step 3: Configure Email Automation

Since Service Autopilot lacks an API, we use email automation to transfer data.

1. Set Up the Email Automation:

   • Create an email sequence within your automation that sends data from your company email to Clicki.

   • In the "To" field, select the Clicki user you created (CRM@JoinClicki.com).

2. Format the Email Content:

   • In the email body, include the following customer data:

     FirstName: [clientfname]

     Last Name: [clientlname]

     Email: [clientemail]

     Phone: [clientcphone]

     **
     Send Data to Clicki:**

   • Every time the trigger rule is activated, Service Autopilot will send an email containing the specified data to Clicki.

Final Steps: Automating Data Transfer to Clicki

Once the email is received by Clicki, our system reads the data, identifies the source (your company), and pipes it into your Clicki referral campaign. This process effectively simulates an API connection, allowing seamless data flow from Service Autopilot to Clicki.

Need Help?

If you have any questions or need further assistance, please don't hesitate to reach out to our support team. Stay tuned for part two of this guide, where we will cover how to send data from Clicki into Service Autopilot.

By following these steps, you can efficiently integrate Clicki with Service Autopilot, enabling automated data exchange and enhancing your referral marketing efforts.