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Halo PSA

Halo PSA SMS Integration

Discover the power of integrating Halo PSA with Clerk Chat. This powerful combination allows you to effortlessly manage your IT service desk while leveraging advanced messaging capabilities for improved customer engagement.

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Halo PSA SMS Integration

Streamline Communication and Enhance Productivity With Clerk Chat

  • Automated Responses and Workflows

    Automated Responses and Workflows

    Clerk Chat's automation feature elevates your Halo PSA integration by enabling automatic responses and keyword triggers. Using a workflow ensures timely engagement, welcoming new contacts or providing updates when your business is closed, enhancing client communication effortlessly.

  • Transform Your Support Team's Efficiency

    Clerk Chat offers a streamlined communication solution that turns Halo PSA into a dynamic business tool for your support team. By integrating Clerk Chat's capabilities, your team can easily connect with clients and maintain a comprehensive conversation history.

  • Leverage Bulk Messaging for Impactful Communication

    With Clerk Chat's Halo PSA integration, say goodbye to the hassle of juggling multiple apps and contacts. This powerful tool enables you to send bulk messages with a single text, allowing for targeted messages based on client needs.

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Trusted by 1000+ brands on Microsoft Teams

From startups to the Fortune 500, Clerk Chat is the most compliant and intuitive way for your team to unlock conversational messaging.

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Unite Your Conversations, Elevate Your Impact

Power up your communication with smart integrations that connect your contacts, insights, and compliance tools

  • Cohorts for Halo PSA Integration

    Cohorts for Halo PSA Integration

    Clerk Chat's Cohorts feature streamlines your Halo PSA integration, enabling customizable contact groups for targeted communication. This ensures effective engagement by always reaching the intended audience.

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  • Text Message MSP

    Text Message MSP

    With the Clerk Chat integration for Halo PSA, you can send and receive SMS messages, notify agents/users, or contact users of services. Keep your MSP in check by receiving notifications about critical issues related to your agents and end-users.

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  • Jeff Gelwix

    President @ Sonic Drive-in

    Clerk Chat is a beautifully built solution that is flexible, customizable, intuitive, and perfect for collaboration. We love the Clerk Chat platform, but what we love even more is how amazing and caring the team behind it is.

    Read more on Trustpilot
  • Cruz M.

    Professional Independent Marketer

    As a marketing professional, I had trouble communicating with my contractors because we used Slack and Teams, but they weren't always online. I spent months looking for a tool to help me send text messages or WhatsApp messages to them so they could log in to Zoom and Google Meets. Plus, Clerk Chat also allows me text my clients that I have on HubSpot CRM.

    Read more on G2
  • Katrina Bogany

    President of Fab Finishes, Inc.

    Clerk Chat is truly the missing piece of the puzzle with Teams! It makes Teams a complete communications solution, by adding the vitally important SMS texting functionality to the platform. In addition, Clerk Chat’s support is excellent.

    Read more on Trustpilot
#FAQ

Helpful answers

We know there's a lot to learn and read about all that Clerk Chat can do. Here are some of the most frequently asked questions.

  • With Clerk Chat's Halo PSA integration, importing contacts from Halo PSA is streamlined, ensuring your customer conversations are always current and organized.

  • Our integration supports a unified communication approach, allowing users to engage in Halo PSA messaging alongside sending and receiving SMS, WhatsApp, and Google RCS messages from a single inbox. This ensures seamless conversation management across multiple channels, directly synced with Halo PSA.

  • Certainly! With our Halo PSA bulk messaging feature, you can effortlessly communicate with large audiences through a single message. Use properties to create cohorts by applying filters.

  • Clerk Chat's integration supports messaging for Halo PSA by enabling users to easily sync your Halo PSA contacts. This enhances communication, making it simpler to manage and initiate conversations.

  • Integrating Clerk Chat with Halo PSA is designed to be intuitive and quick. Head to Settings, select Integrations, choose Halo PSA, and click +Connect. Contacts are synced every 5 minutes, with the option for manual syncing available at any time.

  • Absolutely. User feedback highlights Clerk Chat as a user-friendly and time-saving solution, particularly because you can quickly import all your Halo PSA contacts into Clerk Chat and start sending and receiving messages immediately.

See Clerk Chat in action

Book a demo to see how Clerk Chat lets you text-enable your business line, activate AI agents for support and sales, and integrate with your favorite apps – all in one platform.

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