What events and information can sync to 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. Additionally, select information about the prospect will sync to your CRM.
Events currently tracked are:
|Sent: an email was sent to the recipient from Mailshake, it will include a note with the event but not the content of the message
|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 the prospect in Mailshake
|Task Completed: a task was completed for the prospect in Mailshake
|Phone Call Complete: a phone call was made to the prospect in Mailshake
Hubspot specific tracked events
Mailshake now syncs more data to Hubspot from our Dialer as well as Prospect Notes and Manual Reply Emails. We plan to add support for these events to other CRMs in the future.
- Phone Call task description - This is the description you put in when creating the task in the sequence. You may use this for your call script or for other pertinent info to be used on the call.
- Call Disposition
- Call Outcome
- Call Notes - Any notes you add during or after the call
- Call Recordings
- Other notes made on the prospect (notes added on the Notes/Calls tab)
- Reply Emails - Any email sent from the Reply button on the Prospect's record
Dialer event example:
Note made on prospect example:
Fields synced when a person is created 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 information:
|Full Name: the name of the contact.
|Account: the name of the contact’s account.
|Email: the email of the contact