SalesMail Integrations
How to Use SalesMail with Dialpad
Dialpad users can easily send SalesMail videos via text message using the Dialpad integration. Simply record a new video or select a favorite SalesMail video, then share it through Dialpad to continue the conversation in a more personal way. How it ...
SalesMail Bidirectional Integrations
SalesMail Integrations SalesMail connects seamlessly with CRM platforms to help you streamline workflows, reduce manual entry, and keep your teams aligned. Current Bidirectional CRM Integrations SalesMail currently offers two-way (bidirectional) ...
Using SalesMail within ActiveDEMAND
Using SalesMail within ActiveDEMAND The ActiveDEMAND integration with SalesMail makes it easy for mutual clients to embed SalesMail video messages into their marketing and sales workflows — with attribution and tracking across both platforms. What ...
How to add SalesMail Knock integration for SalesMail mobile app
The SalesMail Knock integration for the SalesMail mobile app enables users to use the CRM tab in the SalesMail mobile app to search for a prospect and record a new SalesMail for them or send a favorite, automatically populates the prospect's contact ...
SalesMail Knock Integration
SalesMail is a certified RealPage App Partner. There are two ways Knock users can send SalesMail videos and have it documented as an activity in Knock. Since most organizations require all emails and texts to prospects to be sent through Knock CRM, ...
Sharing SalesMail via Salesforce
Salesforce users have a custom share button and SalesMail template in their SalesMail Desktop Portal, making it easier than ever to share videos via Salesforce. If you have your SalesMail CRM integration set up for Salesforce, the button circled in ...
Sharing SalesMail via Entrata
Entrata users have a custom share button and SalesMail template in their SalesMail Desktop Portal, making it easier than ever to share videos via Entrata. If you have your SalesMail CRM integration set up for Entrata, the button circled in blue below ...
Sharing SalesMail via Yardi
You can include a SalesMail video directly inside emails sent through Yardi Senior Living CRM or Yardi RENTCafé CRM using the HTML insert option in the email editor. Follow the steps below to add your video. Step 1: Copy the SalesMail HTML Code Log ...
Portal update: Sharing SalesMail videos via your CRM just got easier
4/10/2024 Yardi, Entrata, Knock, Salesforce, WelcomeHome, Aline, Enquire, Sherpa, and Zoho users now have a custom share button and SalesMail templates in their SalesMail Desktop Portal, making it easier than ever to share videos via their CRM! If ...
SalesMail WelcomeHome Integration
SalesMail WelcomeHome Bidirectional Mobile App Integration You can use the SalesMail WelcomeHome integration CRM button at the bottom of your SalesMail mobile app to search for a prospects/influencer in WelcomeHome, send them a new or Favorite ...
Further Virtual Sales Assistant integration with SalesMail gives your recipients access to answers 24/7!
A new SalesMail message is waiting for you! Mutual clients of Further and SalesMail have access to an integration that adds the Further Virtual Sales Assistant (VSA) to every SalesMail video for your community/organization. The beauty of the ...
NEW: Easier Prospect Search + Sherpa Integration added to SalesMail App and Portal
We’ve made exciting updates to our SalesMail Sherpa integration. It’s faster, more intuitive, and built to help you stay focused on high-value connections. Update your SalesMail app from the App Store or Google Play Store for the new features. What’s ...
SalesMail Aline/Enquire Integration
If your account has the SalesMail Aline/Enquire integration set up, you will be able to search for a prospect in Aline/Enquire, record a new video or share a favorite, the To: box in your email or text draft will be populated with your prospect's ...