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🤝How do I Connect/Integrate my CRM with my SalesHandy account?
🤝How do I Connect/Integrate my CRM with my SalesHandy account?

Connecting Your CRM: The Easy Integration!

Naitik Chavda avatar
Written by Naitik Chavda
Updated over a week ago

Hello there, Saleshandy users! 👋

Ready to take your customer management to the next level? 🏆

🤝Connect/Integrate CRM

What is CRM Integration with SalesHandy? 🤔

CRM Integration with SalesHandy is like the perfect harmony of customer management! It's a seamless connection that allows you to sync your SalesHandy activities with your CRM, making customer records management a breeze! 🎶🤝

Why Connect Your CRM with SalesHandy? 🌟

Oh, the benefits are endless! 🚀 By integrating your CRM with SalesHandy, you'll:

Boost Efficiency

No more juggling between platforms! Seamlessly manage customer records without breaking a sweat.

Save Time

Say goodbye to manual data entry! Your SalesHandy activities get automatically logged in your CRM.

Streamline Sales

With a unified view of customer interactions, you'll be better equipped to nurture leads and close deals.

How to Set it Up? 🛠️

Fear not; it's as easy as a few clicks! 🖱️💻

🪜Steps to Follow

1️⃣ Login and Navigate

First things first, log in to your Saleshandy web app. 🖥️ Click on "Email Accounts" to begin your integration journey!

2️⃣ General Settings

In the General Settings section, get ready to add some CRM goodness! 🌈 Look for the BCC section, where the CRM ID will find its new home.

3️⃣ Add Your CRM ID

It's like solving a friendly puzzle! 🧩 Simply paste your CRM ID into the BCC section, and watch the magic happen! No worries, we've got your back – your ID gets auto-saved like a charm!

4️⃣ Voila! CRM Connected

Celebrate your CRM triumph! 🎉 Your CRM and Saleshandy are now happily connected, ready to work hand in hand to boost your customer management game!

💡Note: Want to find your CRM ID? No problemo! 🕵️‍♀️ You can easily locate it in the Account Settings of your CRM. And even if direct integration isn't available for your specific CRM yet, fear not!

With the power of the BCC section, you can connect any CRM like a pro!🔌 So, there you have it, the key to CRM integration success! 🗝️💼

Get ready to level up your customer management game and unlock the full potential of Saleshandy and your CRM working as a dream team! 🚀

Mission accomplished; you've successfully added BCC Email Address for CRM Integration. 👏

FAQs (Frequently Asked Questions)

When I do replies from the Unified Inbox, the BCC is not being filled in. On my initial sequence email, it is there, but not when I reply to a message from the prospect.

Emails sent from Saleshandy/sequence will have the BCC option, but the replies you send from the mailbox will not have that option.

Is there an option to have replies from prospects forwarded to another address within SalesHandy, or do I need to do that in my mail client?

Currently, you need to manually add the email to BCC while replying from Unified Inbox because the BCC auto-fills only work with emails that are sent from sequences.
For email forwarding, you need to enable email forwarding in the respective email client. Currently, Saleshandy doesn't offer an in-built email forwarding function.

Wishing you a delightful experience! ❤️

Happy Selling. 🤝

Warmest regards,

Saleshandy Team

👉 Next Steps

Check out the below article If you want to know more about

💡 Tip

Don't hesitate to reach out if you have any questions. We're available on chat and ready to provide you with prompt assistance. 🤗

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