How to send intake invites to existing contacts in Smokeball?

Eternal Pro integrates directly with Smokeball:

  • Import from Smokeball to send intake forms to existing Contacts
  • Find and sync (or create) Contacts and Matters
  • The entire workflow can be fully automated, or manual

To import clients from Smokeball (sending them an Intake invitation link):

  1. Login to your Eternal Dashboard as a Firm Admin user
  2. Hover on  Integrations  in the left nav menu, then click Smokeball
  3. Click the  Connect to Smokeball  button
  4. Login to Smokeball and click  Grant Access 
  5. You will be returned to the Eternal Dashboard
  6. The integration Status will now say Connected ✅
  7. Click the  Show Import Options  button
  8. Select the clients to import and click  Import Selected Clients 
  9. Confirm the import by clicking  Yes, Import 
  10. Selected clients will be automatically created and invited by email
  • smokeball, pro, integrations
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