SalesMail Sherpa Integration

SalesMail Sherpa Integration

SalesMail Sherpa Bidirectional Integration


Use the SalesMail Sherpa integration by tapping the CRM button at the bottom of your SalesMail mobile app or the CRM page in the SalesMail Portal.

From there, you can:

  • Search for prospects or influencers directly in WelcomeHome
  • Send a new or Favorite SalesMail video with the recipient’s email or phone number automatically populated
  • Use personalized lenses (like the Whiteboard) that auto-fill with your recipient’s first name
  • Get SalesMail Sidekick recommendations on the best video to record based on the sales stage
  • Receive push notifications showing exactly who watched your video
  • Automatically log a completed SalesMail activity back into WelcomeHome

All of this helps you move faster, stay organized, and focus on building meaningful connections with your prospects.


How it works:

  • Click the CRM icon at the bottom of your SalesMail app. If you don't see the CRM button, reach out to your Client Success Specialist for integration setup.
  • Search for the name of an influencer or prospect and choose one from the results.
  • The SalesMail Sidekick will give video recommendations based on the sales stage.

  • Select a favorite SalesMail, record a new video, or select an associated influencer to send a video to.
    Bonus: If you record a new video, the custom text lenses such as the Whiteboard Lens are prepopulated with your recipient's name!
  • When you share via text or email, the phone number or email address will be prepopulated with that of your selected prospect or influencer
  1. Once sent, your SalesMail will be auto-documented in Sherpa as a completed Video Message journal entry with a link to the SalesMail video and “Time in the Selling Zone” (TSZ) is populated based on the length of the video.



  2. When your video is viewed, you'll see a push notification showing who watched your video!

NOTE: If you do not see a CRM button in your SalesMail app, contact your Client Success Specialist to set up the integration at support@salesmail.com 

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