Connecting Your CRM
No matter which CRM you're using, the integration works essentially the same way: “Events” happen within Mailshake and these events are pushed to your team’s CRM(s).
Events currently tracked are:
|Sent: an email was sent to the recipient from Mailshake|
|Opened: an email sent from Mailshake was opened|
|Clicked: a link in an email from Mailshake was clicked|
|Replied: an email sent from Mailshake was replied to|
|Bounced: an email sent from Mailshake bounced|
|Unsubscribed: the recipient unsubscribed from an email sent from Mailshake|
|Resubscribed: the recipient resubscribed to emails from Mailshake|
|Lead Opened: the recipient went to “lead open” status in Mailshake|
|Lead Ignored: the lead was marked as ignore in Mailshake|
|Lead Won: the lead was marked as won in Mailshake|
|Lead Lost: the lead was marked as lost in Mailshake|
|Task Created: a task was created for recipient in Mailshake|
|Task Completed: a task was completed for the recipient in Mailshake|
|Phone Call Complete: a phone call was made to the recipient in Mailshake|
Create a 'person' in your CRM
Each CRM has an option to create a person in the CRM if they do not already exist. If you choose to create a person, Mailshake will sync over the following limited “first class” information:
|Full Name: the name of the contact.|
|Company: the name of the contact’s company.|
|Email: the email of the contact|
SOME CRMs require a name and/or company. If it is required and not found, we will sync “Unknown” for the field.
Custom fields are NOT synced over at this time.