Ton Franklin asked us, “Can I add staff members’ email addresses to SendGrid and have CRM send from them?” “Yes! You can log in to your own Sendgrid account by using the details on the “Sendgrid Credentials” tab on your Agent CRM’s left-side menu. Once…
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How to enable Google Email Two-Way Sync Print What is Email Two way sync? Users can connect their personal Gmail or Outlook email accounts and sync outgoing & incoming emails between the CRM and their personal Gmail or Outlook accounts. Users can use their email accounts…
Update Email: This helps users change their connected email ID to another without disconnecting the previous connection. New outbound emails from the CRM will start syncing with the newly added email address. Upcoming messages in the previously connected email ID (same thread) will stop syncing between…
Jon Jordan asked us, “Should we authenticate our domain in SendGrid? I have single users authenticated but not the domain DNS.” “No need, you can just add senders, verify them, and use them as senders on all of your emails going out.”
Flav Medeiros asked us, “What do I use for email sending? Sendgrid, mailgun, send in blue? Can I use my own like AWeber or something? “By default Agent-CRM uses SendGrid, if you want to use your own SMTP you can. You can use SendGrid, Mailgun…
Angel Ortiz Health Insurance asked us, “Can I get an instant sms and email notification when I get a new facebook lead form or someone fills out a form with out zapier? What’s the best way to set this up?” “Yes! Setup a workflow…
Christopher Duncan asked us, “Is there a way to get notifications when someone in an email campaign opens an email?” “Great question, I have recorded a video specially for you explaining in detail: https://www.loom.com/share/857c1c43317b4609a453008f92d0cb96 ”
AVZ Benefit Solutions asked us, “i need some tech support: so under settings/email services/forward settings. I have my forwarding address field filled correctly and “forward to assigned user” on. However, I am not getting emails forwarded to my personal email inbox. Please help ” “A…
Agent CRM is a direct mailing automation tool specializing in offline and online marketing. There are many methods to use Agent CRM to enhance your direct mail strategy and boost sales, which will also expedite the process, save you more money, assist with lead nurturing,…
Chris Gallagher asked us, “Email Template Question: If I have sent a previous series of emails as a Campaign, how can I save them as templates for creating a new Workflow. Example: Over the past 7 days, I have sent out a series on a…