338 results found for “google add-on”
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Mail My Doc Google Add-on Mail My Doc
Create and Mail to a Google Sheet
You can create a mailing list during the Mail My Doc by Click2Mail Google Add-on order process. After creating your Goo ...
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Mail My Doc Google Add-on Mail My Doc
Capture and mail to an address on the Google Doc
You can easily mail to an address that's included in the body of your Google Doc. Use your mouse to highlight the addre ...
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Mail My Doc Google Add-on Mail My Doc
Import and Mail to Addresses on a Google Sheet
You can mail to a list of addresses stored on a Google Sheet by importing it into the Mail My Doc by Click2Mail Google A ...
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Mail My Doc Google Add-on Mail My Doc
How do I sign into Click2Mail when I'm using the Google Add-on?
During the order process, you'll be asked to enter your Username and Password. If you don't already have an account, cl ...
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Connecting CRM accounts
You can view a video that shows you how to connect accounts in the CRM Hub. Click here to view it. Once you've clicked o ...
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Mail My Doc Google Add-on Mail My Doc
Create an Account from Mail My Doc by Click2Mail
You need a Click2Mail account before you can send mail using the Mail My Doc by Click2Mail Google Add-on. You can use y ...
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Click2Mail CRM Hub Sheets Integration
Formatting the Google Sheet
The Google Sheet you integrate with the Click2Mail CRM Hub must include three fields with specific header names. These f ...
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Low Code - No Code CRM Integration Information
Sierra Interactive
We do not directly integrate with Sierra Interactive but we can still connect via Zapier. The Zap would include: 1. A co ...
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Can I check for duplicate addresses?
Click2Mail doesn't have a built in dedupe feature, but you can do this easily in excel. To find instructions, google De ...
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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 ...