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 | |
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 |
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. | |
Company: the name of the contact’s company. | |
Email: the email of the contact |