SalesMail Integrations
How to add SalesMail Knock integration for SalesMail mobile app
The SalesMail Knock integration for the SalesMail mobile app enables users to use the CRM tab in the SalesMail mobile app to search for a prospect and record a new SalesMail for them or send a favorite, automatically populates the prospect's contact ...
SalesMail Knock Integration
There are two ways Knock users can send SalesMail videos and have it documented as an activity in Knock. Since most organizations require all emails and texts to prospects to be sent through Knock CRM, the first method below is the most commonly ...
Sharing SalesMail via Salesforce
Salesforce users have a custom share button and SalesMail template in their SalesMail Desktop Portal, making it easier than ever to share videos via Salesforce. If you have your SalesMail CRM integration set up for Salesforce, the button circled in ...
Sharing SalesMail via Entrata
Entrata users have a custom share button and SalesMail template in their SalesMail Desktop Portal, making it easier than ever to share videos via Entrata. If you have your SalesMail CRM integration set up for Entrata, the button circled in blue below ...
Sharing SalesMail via Yardi
Yardi users have a custom share button and SalesMail template in their SalesMail Desktop Portal, making it easier than ever to share videos via Yardi. If you have your SalesMail CRM integration set up for Yardi, the button circled in blue below will ...
Portal update: Sharing SalesMail videos via your CRM just got easier
4/10/2024 Yardi, Entrata, Knock, Salesforce, WelcomeHome, Aline, Enquire, Sherpa, and Zoho users now have a custom share button and SalesMail templates in their SalesMail Desktop Portal, making it easier than ever to share videos via their CRM! If ...
SalesMail WelcomeHome Integration
NEW: In SalesMail mobile app version 1.61 or higher, the SalesMail mobile app no longer requires typing in the entire full name of an influencer or prospect when searching for them on the CRM page. Now you can simply start typing a name and search ...
Further Virtual Sales Assistant integration with SalesMail gives your recipients access to answers 24/7!
A new SalesMail message is waiting for you! Mutual clients of Further and SalesMail have access to an integration that adds the Further Virtual Sales Assistant (VSA) to every SalesMail video for your community/organization. The beauty of the ...
How to send a video message using SalesMail with Sherpa integration
1. Open your SalesMail app. You can find your auto-synced Sherpa activities in the To Do section 2. You can complete an activity with a SalesMail message by selecting the activity, then sending a new SalesMail or one from your Favorites. 3. Once ...
How to send video messages using SalesMail with an Enquire integration
If your account has the SalesMail Enquire integration set up, you will be able to search for a prospect in Enquire, record a new video or share a favorite, the To: box in your email or text draft will be populated with your prospect's email or cell ...