Creating New Integrations

Creating New Integrations

Integrating Click2Mail with your CRM can streamline your mailing processes, enhance efficiency, and reduce manual tasks. This knowledge base article provides a comprehensive guide to help you successfully create integrations within Click2Mail's CRM Hub. By following these steps, you’ll be able to connect your CRM, prepare your templates, and map your data seamlessly for automated mail generation. Before diving into the integration process, ensure that you complete the required prerequisites outlined below.

Preparing for Integration

Before you can create an integration between Click2Mail and your CRM, there are three essential prerequisites you need to complete:

1. Connecting the Two Accounts: Ensure that both your Click2Mail and CRM accounts are properly linked.
2. Mail Merge Document Setup: Prepare your mail merge document on Click2Mail's website. If you need assistance, watch the video guide here: Loom Video or see the supplementary written instructions at the end of this document.
3. Create a Template: Set up a job template on Click2Mail’s website using the provided instructions. For detailed guidance, refer to this article: Create a CRM Hub Job Template.

Getting Started with Integration

Once you've completed the prerequisites, you can start setting up a new integration by following these steps:

1. Navigate to Integrations: Click on the "Integrations" tab located on the left-hand side of the website. A list of your current integrations will appear in the center window.
2. Create a New Integration: To begin, press the "Create Integration" button located at the top-right corner of the page.

Step-by-Step Guide to Creating an Integration

Step 1: Set Up Basic Information

Integration Name: Enter a descriptive name for your integration to easily identify its purpose (e.g., "Welcome Letter for New Clients").

Select C2M Account: Choose the Click2Mail account you are connecting.

Select CRM Type: Choose the type of CRM you are integrating with. For Google accounts, you will need to specify the subtype:

Google Drive Watch

Google Sheet Watch

Select Account: Choose the account that contains your data (e.g., "John Doe's Salesforce").

Step 2: Select Data Source

Data Source Selection: Choose the data source for your mail merge. The interface may vary depending on the CRM.

Follow the additional prompts until the data fields display in the right-hand panel.

Step 3: Choose a Template

Template Selection: Select the template you previously created on Click2Mail’s website.

Step 4: Map Data Fields

Field Mapping: Map the data fields from your CRM to the corresponding fields in the merge document from Click2Mail’s website.

Step 5: Finalize and Review

Proof Review: A proof document will automatically download. Review it carefully.

Approval: Initial the approval and check the "Yes, I..." checkbox to confirm your review.

Completion: Click "Finish" to complete the integration setup.

Appendix: Setting Up Mail Merge in MOL Pro

If you are new to MOL Pro or need guidance on creating a mail merge-enabled document, follow these steps:

1. Navigate to the dashboard and select 'Start Job.'
2. Choose the product type (e.g., letter) and configure dimensions (e.g., 8.5 x 11 inches).
3. Specify the page layout (e.g., place the address on the back page).
4. Add text boxes for content and insert dynamic fields like first name, last name, or organization using the mail merge menu.
5. Upload and resize images as needed.
6. Save the document and review the proof for accuracy before submitting it for processing.

For a visual walkthrough, refer to this video guide: Loom Video