Linking your Salesmsg contacts to your CRM integration is quick, easy, and it can be done through the dashboard in your contact's record. Once you link your contact to the integration, the contact will update with any new changes. You can quickly view the contact in your integration along with any text conversations you've had with them as well.
Click on Link Contact to locate the contact in your CRM. Select the appropriate contact, and you're linked!
Please keep in mind that if you make changes to the contact in your CRM, the updates won't automatically sync to Salesmsg. You will need to re-link the contact to update your contact record.
Click on View Contact to view your text conversations in the the contact's activity log.
Frequently Asked Questions
How can I use merge fields with my messages?
How to Use Merge Fields & Fallbacks Within Messages
What if my merge fields are not populating the data from my contacts?
If you're using merge fields for your Canned Messages or Triggers and you don't see the proper data being pulled into your text, it could be that there were changes made to the contact within your integration. To update your contact in Salesmsg so that the correct data is pulled into your message, verify that you are successfully integrated, and then un-link and re-link the contact.
Which integrations are available within Salesmsg?
We currently integrate with apps like Hubspot, ActiveCampaign, Infusionsoft, Pipedrive, Marketo. We use Zapier to fill in the gaps.