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.