Table of Contents
Integrating your CRM
Convictional offers a light version of integration with your CRM system so that you can stay on top of communications with your trading partners.
We do this by providing a way to pass your CRM provided BCC email address (which blind copies your CRM on all communications) to our system.
Benefits
Some of the benefits include:
- Stay current on communications between Convictional and your trading partners (vendors or customers)
- Easy to implement and change in the event you change CRM systems
- Outsource routine notifications for order and product sync issues to Convictional
1. Get your BCC email address
Where you can find it depends on the CRM you are using. Here are links for some popular CRM systems that our customers tend to use. It will work with any CRM that supports BCCing:
2. Copy the email into our settings
Here is the appropriate place in your Settings to paste the email from your CRM system:
Once you have pasted the email, save your settings so that the change is reflected company wide.
That's it. Moving forward, we will BCC you on all relevant communications with your partners.
