Hey lemlister! 👋
Integrating most CRM platforms, such as Salesforce, Pipedrive and HubSpot with lemlist is straightforward, as these systems can typically ingest emails sent through their platforms.
Overview
lemlist allows you to configure a BCC (blind carbon copy) setting for your team. By specifying a BCC email address, all emails sent through lemlist will be automatically forwarded to your chosen CRM. This ensures that your communications are seamlessly tracked within the CRM system.
Here are the two steps to follow to do it:
Go to your favorite CRM and find the special address.
In the app go to 'Settings' then 'Integrations.'
Scroll down to the BCC section and enter the email the CRM gave you.
Enter the email address here:
Please note that this setup is user-specific. If your team consists of 5 members, you will need to configure it for each account individually to ensure that all emails are synced with your CRM.
Let us know if you need any additional help!