What events 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(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.