Heeeeey lemlister! ๐
Here's my simple recipe to plug most CRM products to lemlist, since most of them can ingest emails that you send into their platforms (Salesforce, Pipedrive, etc).
Here's how it works:
lemlist lets you set up a BCC setting for your team.
You can do it by specifying a BCC email address, which means that all emails lemlist sent will be received by the CRM.
Here are the two steps to follow to do it:
1๏ธโฃ Go to your favorite CRM and find the special address.
2๏ธโฃ In the app go to Settings โก๏ธ Integrations. Scroll down to the BCC section and enter the email the CRM gave you.
โ๏ธPlease note that this set up is on the user level, so if you have 5 users in your team, you will need to set it up on all 5 accounts if you want all emails to be synced with your CRM ๐ค
๐ค You're good to go my lemlister! See you around or on the chat if you need a hand!
Enjoy โค๏ธ