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  1. Click2Mail

Click2Mail CRM Hub

Learn more about the Click2Mail CRM Hub.

  1. The Basics

    1. What is Click2Mail’s CRM Hub?
    2. How to Map Data Fields in Click2Mail’s CRM Hub
    3. How to Delete Integrations in Click2Mail's CRM Hub
      4. See all 8 articles »

  2. Sheets Integration

    1. How to Set Up an Integration with Click2Mail’s CRM Hub Using Google Sheets
    2. Initiating Mailings via Google Sheets Integration
    3. Formatting Your Google Sheet for Click2Mail's CRM Hub Integration

  3. Follow Up Boss Integration

    1. Setting Up the Follow Up Boss Integration in Click2Mail’s CRM Hub
    2. How to Trigger a Mail Piece from Follow Up Boss

  4. CRM Hub FAQs

    1. How to Pay for CRM Hub Mailings in Click2Mail

  5. Demos

    1. Create a CRM Hub Job Template
    2. Connecting Accounts to the CRM Hub

  6. Podio - CRM Hub Integration

    1. Setting Up Podio for Click2Mail CRM Hub Integration

  7. Salesforce - CRM Hub Integration

    1. How to connect your Salesforce to Click2Mail's CRM Hub
    2. Basic Salesforce Setup for CRM Hub Integration