Introduction Click2Mail's CRM Hub is a powerful platform designed to seamlessly integrate your Customer Relationship Management (CRM) systems with Click2Mail's direct mail services. This integration a...
Introduction Mapping data fields is a crucial step in integrating your CRM with Click2Mail’s CRM Hub. This process ensures that the information from your CRM correctly aligns with the mail merge field...
Introduction Deleting unused or outdated integrations in Click2Mail’s CRM Hub is a simple yet important step in maintaining an efficient workflow. This guide provides clear instructions, accompanied b...
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 ...
The Integration List has four (4) actions that are helpful while managing your many integrations. 1. Information The detailed description will tell you the account name, data source, template, timest...
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 on the Connected Accounts tab on the left-hand side of the website, a list of con...
Introduction Click2Mail CRM Hub integrates with a variety of Customer Relationship Management (CRM) systems, enabling seamless automation of direct mail campaigns. By connecting your CRM to Click2Mail...
Click2Mail offers a testing environment for users to test new features they may not be familiar with. In addition, our quality assurance team uses Stage to test new features before they are released t...