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 |
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 |