Want to keep track of the messages that you send to your prospects? Our Enterprise plan integrates directly with Salesforce.com, the world’s leading CRM provider.
We also offer a variety of CRM solutions for our Pro and Team users using our BCC email feature to automatically send a copy of your emails into your CRM. If your CRM provides a BCC email address or unique dropbox address, we should be able to send a copy of your outbound messages into the CRM.
All you need to do is drop your CRM’s unique address in Yesware’s preferences.
First, click Preferences under the Yesware icon:
Then, you can choose your preferences under Compose Options:
Here are the instructions for finding that unique address in popular CRM tools:
We don’t integrate with CRMs like Microsoft Dynamics because they don’t support the email BCC feature that we use to sync email with other CRMs.
Have a question that wasn’t covered in any of the above? Feel free to view our FAQ and submit a question through our Help Center. We’re here to help and we’d love to hear from you!