What is Click2Mail’s CRM Hub?

Introduction

Click2Mail's CRM Hub is a powerful platform designed to seamlessly integrate your Customer Relationship Management (CRM) systems with Click2Mail's direct mail services. This integration allows businesses to automate their mailing workflows, saving time and ensuring accurate, personalized mailings.

Key Features of the CRM Hub

1. Seamless Integration

   • Supports popular CRMs like Salesforce, Podio, Follow-Up Boss, Google Sheets, Go High Level, and Clio.

   • Enables real-time data exchange for automated mail piece generation.

2. Customizable Workflows

   • Map data fields from your CRM to Click2Mail templates to create personalized mailings.

   • Automate mail triggers based on specific CRM events (e.g., overdue payments or client anniversaries).

3. Scalability

   • Handles mailings of all sizes, from small campaigns to large-scale bulk mailings.

   • Supports high-volume use cases, such as invoices, reminders, and event invitations.

4. Ease of Use

   • User-friendly interface for managing integrations, mapping data, and monitoring mail piece status.

   • Accessible dashboard to connect and manage accounts effortlessly.

5. Flexibility

   • Compatible with CRMs exporting to Google Sheets for businesses using custom data workflows.

   • Allows for multiple integration methods, including tag-based triggers.

Benefits of Using the CRM Hub

1. Efficiency

   • Automates the direct mail process, reducing manual effort and errors.

   • Sends mail pieces promptly after triggers, ensuring timely communication.

2. Personalization

   • Delivers tailored messages by utilizing data directly from your CRM.

   • Enhances customer engagement with targeted mailings.

3. Cost-Effective

   • Minimizes resources spent on manual mailing processes.

   • Scales with your business needs, whether small or enterprise-level.

4. Real-Time Tracking

   • Monitor the status of your mailings through the Click2Mail dashboard.

   • Gain transparency on processing and delivery times.

How Does the CRM Hub Work?

The CRM Hub operates through a series of simple steps:

1. Connect Your Accounts

   • Link your CRM accounts, such as Salesforce or Google Sheets, to the CRM Hub.

   • Authorize access to ensure secure data transfer.

2. Create and Map a Template

   • Use Click2Mail’s Job Templates to design your mail piece.

   • Map fields from your CRM to match template placeholders for personalization.

3. Trigger Mailings

   • Set up triggers in your CRM, such as tagging a record or adding new data.

   • The CRM Hub automatically processes the data and generates the mail piece.

4. Track and Monitor

   • Use the Click2Mail dashboard to track the status of each mail piece.

   • Ensure successful delivery with Click2Mail’s end-to-end mailing services.

Supported CRMs

The CRM Hub integrates with a variety of platforms, including:

• Salesforce

• Podio

• Follow-Up Boss

• Google Sheets

• Go High Level (Added in 2024)

• Clio (Added in 2024)

For unsupported CRMs, consider exporting data to Google Sheets as an alternative integration method.

Who Should Use the CRM Hub?

The CRM Hub is ideal for businesses that:

• Want to automate direct mail workflows.

• Send regular personalized mailings, such as invoices, reminders, or invitations.

• Use CRMs to manage customer data and want seamless mailing integration.

• Need a scalable mailing solution for small or large campaigns.

Conclusion

The Click2Mail CRM Hub bridges the gap between your CRM system and direct mail services, making it an invaluable tool for businesses of all sizes. By automating mail workflows, personalizing communications, and providing real-time tracking, the CRM Hub helps you save time, reduce errors, and enhance customer engagement.

For more information or assistance with setting up the CRM Hub, contact Click2Mail Support at 866-665-2787 or visit our CRM Hub Support Page.