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Creating New Integrations

Three (3) prerequisites are needed before you can create an integration.

1. Connecting the two (2) accounts (Click2Mail and the CRM)  

2. Mail Merge document setup on Click2Mail's website (instructions)

3. Create a Template on Click2Mail's website (instructions)

Once you've completed the prerequisites and clicked on the "Integrations" tab on the left-hand side of the website, a list of your current Integrations will appear in the center window.

To create a new integration, press the Create Integration button on the top-right of the page.

Step 1:

1. Enter a descriptive name for the integration to help you know what the integration is for (i.e., Welcome Letter for New Clients)

2. Select the C2M Account you're connecting.

3. Select the CRM type you are connecting with.

  • Google Accounts have two (2) subtypes.
    • Google Drive Watch
    • Google Sheet Watch

4. Select the account for your data (i.e., John Doe's Salesforce)

Step 2:

1. Select the data source for the mail merge. This page will have multiple styles depending on the CRM.

  • Salesforce

  • Podio

  • FollowUp Boss

  • Google

2. Follow additional prompts until the data fields display in the far right panel.

Step 3:

1. Select the template you named on the Click2Mail's webpage.

Step 4:

1. Map the data fields from the CRM into the expected fields from the merge document from Click2Mail's website.

Step 5:

1. Review the proof document that will automatically download.

2. Initial the approval.

3. Check the "Yes, I..." checkbox.

4. Click Finish

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  1. Carly Brown

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