Connecting your CRM to Sales Automation will allow you to sync Sales Automation emails with CRM in real-time by inserting your unique CRM BCC address in your Sales Automation emails.
Completing the steps in this guide will only send over your Sales Automation email copy and contact details to your CRM for any emails sent by Sales Automation. This integration will not sync your existing accounts and contact data from your CRM to RollWorks.
How do I sync my Sales Automation emails over to my CRM?
Before you start, you will need to Connect your CRM to Sales Automation.
Step 1: Login into your RollWorks account, go to 'Sales Automation' > 'Settings' > 'Sync CRM & Exclude List' and click and select Connect CRM.
Step 2: Once you've selected your CRM provider you will be prompted to either insert your company-wide unique BCC address
or a rep specific unique BCC address.
If your CRM creates a unique BCC address per user (rep) a field will be added to each of your reps’ pages in your Team tab where you can input their unique BCC address. Simply push edit reps & add BCC in the lower right-hand corner to be brought to your team's tab to start inserting the unique BCC address'.
How do I find my CRM unique BCC Address?
Select your CRM from the list below for detailed instructions on how to locate your unique BCC address:
- Base CRM
What information will be added to my CRM using the BCC sync?
Typically, only the name, email address, and copy of outgoing emails get added with the BCC sync. This can vary from CRM to CRM.