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 (instruction...
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...
The Click2Mail CRM hub currently supports: 1. Salesforce Enterprise 2. Podio 3. Follow Up Boss 4. Google Sheets 5. More to come!...
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...