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- Clicking "OK" confirms your understanding of how Send & Track for Google Chrome works with groups. The prompt will appear again next time.
- Clicking "Don't Remind Me" prevents the prompt from showing when sending to groups in the future.
- Clicking the "x" to close the prompt aborts the send.
CRM Integration
Lead Liaison's Send & Track for Google Chrome integrates with most CRMs (Salesforce.com, Pipedrive, Zoho CRM, Base CRM, Insightly, etc.) in two ways:
- Optionally saves a copy of the email to your CRM using the CRM's email to Bcc address with the Log in CRM setting.
- Optionally creates a new lead in your CRM (if it doesn't already exist) when the Log in CRM setting is enabled.
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Creates a new lead in your CRM account when the Log in CRM setting is enabled. Note, if the prospect already exists in Lead Liaison but not in your CRM the record will not be created. |
To add email to Bcc addresses for use with the Log in CRM setting, navigate to Admin > App Setup > Email > Send & Track > Custom Bcc Email Addresses section.
Creating New Prospects
When an email is sent a new Prospect is automatically created in Lead Liaison using the contact's name and email address.
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