Mailshake Connect Features
Syncing
Contact Sync:
Automatically synchronize Leads records between Mailshake and ZOHO CRM. CRM is always updated with the latest lead status from Mailshake.
CRM fields and Mailshake Custom Fields Mapping:
Map CRM fields with Mailshake and custom fields between Mailshake and ZOHO CRM, syncing specific data points seamlessly. This ensures that relevant information is available in both Mailshake and ZOHO CRM.
Real-Time Updates:
Keep ZOHO CRM updated in real-time with status updates made in Mailshake, such as new leads or updated status information.
Campaign Performance Reporting:
View performance data within CRM that provide insights into Mailshake campaign performance, including open rates, click-through rates, and conversion metrics.
Seamless
Lead
Management
Automatically sync lead status between Mailshake and ZOHO CRM, enhance data accuracy and reliability and eliminate manual data entry, data mismatches or lost lead.
Enhanced
Personalization
Leverage ZOHO CRM data to craft highly personalized
email content in Mailshake,
improving your chances of customer engagement and conversion
Comprehensive
Activity Tracking
Keep track of lead generation via email analytics – opens, click-through rates, and responses in Mailshake from your ZOHO CRM. Access valuable insights on email productivity, campaign and refine your cold email outreach strategies.
Presentation
Duplication Prevention:
Prevent duplicate contacts or leads from being created in ZOHO CRM when syncing data with Mailshake.
Unsubscribe Management:
Automatically update unsubscribed or opted-out Leads in ZOHO CRM based on Mailshake preferences to ensure compliance with email regulations.
Collaboration
List Segmentation
Create dynamic CRM segments or tags based on Mailshake engagement criteria. For example, you can automatically tag Lost leads in your Mailshake emails for follow-up.
Workflow Automation
Create automated workflows in your CRM triggered by specific Mailshake events or responses. For example, automatically move leads to a different stage in the sales funnel when they reply to a Mailshake email.
Lead Scoring and Qualification
Use Mailshake engagement data to inform lead scoring models in your ZOHO CRM, helping prioritize leads for follow-up based on their level of engagement.
ZOHO CRM + Mailshake Connect = Scalability!
As your business grows, Mailshake Connect integration allows you to scale your email outreach efforts in Mailshake. Efficient marketing automation = maintaining consistency and quality in your customer outreach.
Learn how Mailshake Connect works together with ZOHO CRM
Sounds Interesting right!
We offer free consultation to discuss your business and find appropriate solutions!
Resources
Features and Customization
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Installation and Management Guide
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ZOHO Marketplace Link
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FAQ
All your questions answered. Need more assistance? Contact us below!
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Install the extension to help marketing professionals on Mailshake to grow an audience list and boost sales directly from within ZOHO CRM. Integrated outreach to cold prospects from CRM allows Marketing and Sales teams to inspect pipelines and act on available insights from within a unified UI. A streamlined approach to finding a qualified Lead from a prospect list and determining the most beneficial progression path as it passes through the sales funnel will help to quickly identify decision-makers and boost ROI.
- Bi-directional sync between Mailshake and Zoho CRM
- Configure automation to directly import leads into Zoho CRM from Mailshake.
- Sync CRM Leads with multiple campaigns in Mailshake
- Live Mailshake Campaign management from within Zoho CRM
- No changes are required to the current Contact management logic in Zoho CRM.
- Mailshake Connect is a ZOHO CRM extension that unlocks campaign productivity to help the Marketing teams efficiently create and manage outreach efforts in Mailshake directly from within ZOHO CRM.
- Mailshake Connect gives marketing leaders a complete picture of all the campaigns in Mailshake so they can monitor the outreach performance, pipeline conversion, and productivity.
- Using the seamless integration offered by this extension, track different stages in B2B outreach in Mailshake – Prospects leads; configure the conversion to Leads in CRM; and track the sales process before they convert into Customers and Deals in the buyer’s journey.
- Create different sales prospecting flows according to the stages of the buyer’s journey by leveraging native ZOHO’s workflows and automation.
- Remove dependency on complex importing options. Using this integration, automate outreach activities to directly create the lead in CRM, map data fields in Mailshake with CRM and track conversion.
- Mailshake lacks more advanced flow features to trigger appropriate actions for Lead updates.
- Advanced business intelligence and detailed analytics and reporting options absent in Mailshake.
- Email deliverability and custom domain challenges exist in Mailshake
- Sync is not bi-directional by default and can be edited.
- Status sync settings depend on the user configuration set in Extension Settings.
- Mailshake Connect handles data in all data centers except CN.
- Once synced with Mailshake campaigns, Leads can be viewed and managed in the Mailshake Pro Campaigns module.
- Sync is real-time with Mailshake and occurrence cannot be edited.
- Extension supports selecting Leads and syncing with multiple campaigns in Mailshake.
