Connecting Accounts to the CRM Hub

Watch the Video Guide Here

Introduction

The Click2Mail CRM Hub enables seamless integration with various CRMs like Salesforce, Podio, Follow-Up Boss, Google Sheets, Go High Level, and Clio. This guide provides step-by-step instructions for connecting your accounts to the CRM Hub, ensuring smooth data transfer for mail automation.

Supported Integrations

The CRM Hub supports the following platforms, with more to be added over time:

• Salesforce

• Podio

• Follow-Up Boss

• Google Sheets

• Go High Level (Added in 2024)

• Clio (Added in 2024)

Prerequisites

Before connecting accounts to the CRM Hub, ensure the following:

1. Active Click2Mail Account: Sign up at hub.click2mail.com if you don’t already have an account.

2. Login Credentials: Have the username and password for the CRM platform you want to integrate.

For a video walkthrough, watch the YouTube guide.

Step-by-Step Guide to Connecting Accounts

Step 1: Access the CRM Hub

1. Go to hub.click2mail.com.

2. If you don’t have an account, click Sign Up to create one.

   • Accounts are free to create, and you only pay for mail services.

Step 2: Log In to Your Click2Mail Account

1. Click Log In in the top-right corner of the website.

2. Enter your Click2Mail username and password.

Step 3: Navigate to Connected Accounts

1. From the Hub dashboard, click Connected Accounts in the left-hand menu.

2. Click Add Account to begin the integration process.

Step 4: Connect Click2Mail Account

1. Select Click2Mail from the dropdown menu.

2. Enter your Click2Mail username and password.

3. Click Sign In to link your account.

   • Your Click2Mail account will now appear in the Connected Accounts table.

Step 5: Connect Your CRM Account

1. Click Add Account again in the top-right corner.

2. Select your CRM platform from the dropdown menu. For example:

   • To integrate with Google Sheets, select Google.

3. Follow the prompts to log in or select the account you want to link.

4. Authorize the CRM Hub to access your account by clicking Allow.

   • Your CRM account will now appear in the Connected Accounts table.

Benefits of CRM Hub Integration

1. Ease of Use: Intuitive interface for connecting and managing multiple accounts.

2. Automation: Enables triggering mail pieces based on CRM events.

3. Scalability: Supports additional integrations as they are developed.

Conclusion

Connecting accounts to the CRM Hub is a straightforward process that enhances your ability to automate mail workflows. By linking your Click2Mail and CRM accounts, you streamline operations, save time, and improve communication efficiency.

For further assistance, watch our Video Guide or contact Click2Mail’s support team at 866-665-2787 or via email at [email protected].