Clint

Clint is a CRM and sales funnel management system that helps organize and manage sales team activities from prospecting to closing the deal.

The integration between Guru and Clint helps you:

• Send sale data to the Clint platform;

• Create an opportunity in Clint from a sale in Guru.

To activate the integration with Clint, you must complete the following 4 steps.

On this page:

• Step 1: Obtain product codes in Guru

• Step 2: Obtain Return URL

• Step 3: Configure Webhook

• Step 4: Finish Configuration

• Clint Communication Channels

Step 1: Obtain product codes in Guru

In this step, you must obtain the codes for the products you want in Guru.

Steps:

1 - Access the Guru admin with your username and password.

2 - In the side menu, access Products.

3 - In the Code column, copy and store the codes of the products you want.

Step 2: Obtain Return URL

In this step, you must access your Clint account to obtain the Postback URL.

Steps:

1 - Access your Clint account with username and password.

2 - In the top menu, click on More, and then on Checkout Tools.

3 - Click on Digital Manager Guru.

4 - Select the events you want to receive on the platform and click on Continue.

5 - Paste the product codes obtained in step 1 and click on Continue.

6 - In Integration Settings, enter:

1. Additional Settings: check the option you want;

2. Tags: add a tag for the integration, if you wish;

3. User permission¹: select the view permission for users, if you wish;

4. Grouper currency: select the currency type, if you wish.

(1) Only selected users will be able to see the group; if no user is selected, there will be no viewing restrictions.

7 - Click on Continue.

8 - Copy and store the URL (Code).

Step 3: Configure Webhook

In this step, you must access your Guru account (Settings » Webhooks) and configure an e-ticket, sale, or subscription webhook to send notifications to Clint.

When creating the Webhook, remember to:

1. Select: if the webhook is for subscriptions, select the subscription status; if the webhook is for e-tickets, select the e-ticket status; if the webhook is for sales, select the sale status;

2. Name: enter the name of your Webhook;

3. URL: Webhook URL, obtained from step 2 - item 8;

4. Simultaneous sends: select simultaneous sends;

5. Status: select all desired sales statuses; subscription statuses or e-ticket statuses;

6. Filter by: check filter by all, Marketplaces or Products ⁽¹⁾;

7. Switch the Active button to the on position.

^{(1) By choosing to filter by “all” or “marketplaces”, any newly created product will be automatically associated with the webhook}

Check out the complete step-by-step guide:

How to configure a subscriptions, e-tickets or sales webhook.

Step 4: Finish Configuration

In Clint, you need to signal that you have completed the entire integration process in Clint and Guru.

Steps:

1 - After creating the Webhooks in Guru, click on I followed the steps. Finish.

2 - A notification will appear stating that the integration was successful.

Clint Communication Channels

Clint offers support for questions related to sales and customer service CRM, process automation, channel centralization, indicators and reports, as well as assistance with playbooks and templates.

If you need technical or operational assistance directly from the platform, use the official channels below:

• Chat Support: primary customer support takes place directly through the in-platform chat - you must be logged into the platform;

• WhatsApp Support: Clint provides a direct service channel for quick support via the number + 55 (48) 99938-9530;

• Form/Email Service: for formal requests or cases where you are not logged in, use the form on the official contact page selecting the option I'm a customer; and

• Help Center and Resources: access the help center to find the complete repository with everything you need to know to configure and use all of Clint's features.

More Resources