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CRM Integration

Last Updated: Nov 20, 2017 11:07AM MST

CRM Integration

Connect to enable presentation links and messages to be copied directly to your favorite CRM.

To connect your CRM, click the arrow next to your profile icon on the right side of global top navigation and select My Profile.

 

 

  1. Enter your CRM’s BCC email address into the CRM Integration Email field.
  2. Select the type of presentation to be sent to your CRM from the Send CRM Email On dropdown menu: Options are None, Reels, Projects or All.

 

 

Note: Most CRM applications will require authorization of your sender email address prior to the acceptance of the incoming emails to the BCC address.

If this is the case, add your gosimian.com email address. Most accounts are [companyname]@gosimian.com. If you do not know your @gosimian.com email address, please contact Simian Support.

Listed below, are support links to popular CRM services where help is available for locating your BCC address and to learn how to authorize your Simian email address:

Contact Us

b35e45ba88c3dd03a98cc4846690c854@simian.desk-mail.com
https://cdn.desk.com/
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