Question 1

What manual work with Cling can I automate?

Accepted Answer

You can automate the process of creating and sending proposals by triggering Cling to generate documents when certain conditions are met, such as when a contact reaches a specific stage or when data arrives from another system. You can also automate the delivery of proposals to contacts, log proposal activity back to your CRM, or initiate follow-up actions when proposals are viewed or accepted. This removes the need to manually create, track, and send proposals one at a time.

Question 2

How does data move between Cling and other tools?

Accepted Answer

Cling connects to other business tools through integration workflows that can pull contact and deal information into Cling to generate proposals, and push proposal status and activity data back out to your CRM, accounting software, or analytics tools. Data typically flows as contact details, proposal content, signature status, and payment records, allowing you to maintain a single source of truth across your systems without manual re-entry.

Question 3

What causes problems when automating Cling workflows?

Accepted Answer

Automations may fail if contact information is incomplete or improperly formatted when sent to Cling, preventing proposal generation. Proposals can also be created but not delivered if email addresses are missing or invalid. Additionally, if proposal templates are not properly configured or if field mappings between systems are incorrect, the wrong data may populate into proposals, requiring manual correction.

Question 4

How should I organize Cling to make automations work reliably?

Accepted Answer

Maintain standardized contact records with complete required fields, particularly email addresses and contact names, before they enter Cling. Use consistent proposal templates and naming conventions, and map fields from your source systems accurately to Cling's expected data structure. Document which automation triggers which proposal type so you can troubleshoot mismatches, and regularly audit proposal templates and automation rules to ensure they remain aligned with your business process.

Automate the manual work in Cling

Cling by the numbers

Top 5 Cling friction points when done manually

Manually matching Cling receipts to invoices

Re-entering Cling data into accounting software

Chasing down missing Cling receipts from employees

Categorizing expenses manually in Cling

Generating Cling reports for tax compliance

What you can automate in Cling

Create Google Calendar events from new accepted documents in Cling

Create Google Sheets rows for newly sent Cling documents

Create rows in Google Sheets when new documents are accepted in Cling

Create Trello cards from newly accepted Cling documents for seamless organization

Send mail with Gmail when a Cling document is accepted

Tools commonly connected to Cling

Cling Automation questions

Ready to automate your work in Cling?