What CRMs are supported?

Introduction

Click2Mail CRM Hub integrates with a variety of Customer Relationship Management (CRM) systems, enabling seamless automation of direct mail campaigns. By connecting your CRM to Click2Mail, you can easily send personalized mail pieces triggered by data in your CRM system.

Supported CRMs

Click2Mail CRM Hub currently supports the following CRMs:

1. Salesforce

   • Integrate to automate workflows such as invoice reminders, event invitations, and customer greetings.

   • Leverage custom objects to connect data directly to mail templates.

2. Podio

   • Use Podio applications to streamline mailing processes, such as sending overdue reminders or personalized notifications.

3. Google Sheets

   • Ideal for users who export CRM data to spreadsheets.

   • Automate mailings triggered by added or updated rows in a sheet.

4. Go High Level (Added in 2024)

   • Simplify your marketing automation by sending personalized direct mail triggered by contact tags.

   • Useful for businesses that rely on Go High Level's tag-based workflow automation.

5. Clio (Added in 2024)

   • Designed for law firms and legal professionals.

   • Automate sending legal notices, billing statements, or case-related updates directly from Clio.

Expanding Integrations

Our platform is constantly evolving to support additional CRMs and improve workflow efficiency. If your CRM is not listed, consider exporting data to Google Sheets as a workaround for integration.

Conclusion

Click2Mail CRM Hub is designed to work with leading CRMs, enabling businesses to streamline their communication processes and automate direct mail campaigns. By integrating with your CRM of choice, you can ensure that your mailings are personalized, timely, and efficient.

For further assistance or inquiries about integrations, contact our support team at 866-665-2787.