CRM Integration
How to integrate Mailmeteor with your favorite CRM
To log your Mailmeteor emails in your CRM, you need to find the unique BCC address provided by your CRM and add this address as a BCC recipient when you're sending emails with Mailmeteor.
Mailmeteor supports all the CRMs that let you use a BCC address to log your conversations. This includes some of the most popular CRMs, such as Hubspot, Salesforce, Copper CRM, and many others.
You can use the HubSpot BCC address to log emails sent from Mailmeteor in your CRM. Emails that are logged to HubSpot using the BCC address will include the email content and any attachments included in the email.
- 1.
- 2.In your Google Sheets, add a column "bcc" for BCC recipients.
- 3.Add the Hubspot BCC address to the "bcc" column.
Using Salesforce with Mailmeteor
Salesforce offers a feature called Email to Salesforce that you can use to automatically link your Mailmeteor emails to your Salesforce leads, contacts, opportunities, and other Salesforce records.
- 1.In Salesforce, find your user name in the upper right corner and open the dropdown menu. From there, click Setup > My Settings.
- 2.Now, select the Email tab and My Email to Salesforce.
- 3.On this page, you will see the BCC address.
- 4.Now, go to Google Sheets, and create a column named "bcc" for BCC recipients.
- 5.Lastly, add the Salesforce BCC address to the "bcc" column.
Using Copper CRM with Mailmeteor
You can sync your emails to Copper CRM by including the email address provided by Copper in the BCC line of any email you want to sync.
- 1.Navigate to Settings > Personal Preferences > Email Settings & Templates.
- 2.Select the Preferences tab at the top, and scroll down to the Copper Mailbox section.
- 3.Copy the unique email address that is provided and paste it into the BCC section of your email template.
- 4.Now, go to Google Sheets, and create a column named "bcc" for BCC recipients.
- 5.Lastly, add the Copper BCC address to the "bcc" column.
Last modified 12d ago