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The Basics

  • Creating New Integrations

    Three (3) prerequisites are needed before you can create an integration. 1. Connecting the two (2) accounts (Click2Mail and the CRM)   2. Mail Merge document setup on Click2Mail's website (instruction...

  • Integration Page

    The Integration List has four (4) actions that are helpful while managing your many integrations.  1. Information The detailed description will tell you the account name, data source, template, timest...

  • Connecting CRM accounts

    Connecting CRM accounts Once you've clicked on the Connected Accounts tab on the left-hand side of the website, a list of connected accounts will appear in the center window.  To add a new connection,...

  • What CRMs are supported?

    The Click2Mail CRM hub currently supports: 1. Salesforce Enterprise 2. Podio 3. Follow Up Boss 4. Google Sheets 5. More to come!...

  • CRM Hub’s URLs

    Click2Mail offers a testing environment for users to test new features they may not be familiar with. In addition, our quality assurance team uses Stage to test new features before they are released t...