CRM EMAIL INTEGRATION
Sync Your Email
With VipeCloud's CRM
Minimize manual entry, gain a holistic view of engagement, and maximize delivery.
Synchronized Emails Minimizes Effort And Maximizes Value
When you are using a CRM your want the best data in your system with the least amount of effort. Integrated your email exchange system does just that. Record your inbox and sent emails to your contact records automatically. VipeCloud even surfaces those communicates when contacts are added to Accounts and Opportunities.
With your email sync'd, additional benefits become available: you can use VipeCloud as a lightweight inbox, you can stop automatic follow ups or series steps when you receive a reply to a campaign, and you can gain a holistic view of your communication and tasks for all your contact records.
Want to get even more advanced? Choose to route your individual emails through your exchange server and your mass emails through VipeCloud's servers. Maximize deliverability and stay clear of your email system's daily limits.
Email Sync
Fully sync VipeCloud and your email client. Once VipeCloud is connected to your exchange, your emails sent and received will be seen across all your devices, whether you email from VipeCloud, your desktop email client, or your phone.
Track replies to your campaigns and even automatically stop scheduled emails if you receive a reply, or any inbound at all. We all know how annoying it is to receive an automated email after you have started a conversation!
In the sync settings you can choose to automatically attribute emails as contact activity and even automatically create contacts based on emails you send or receive through your work email.
Inbox Replacement
When you integrate your emails with VipeCloud, we can serve as your Inbox and Sent folders. Track read and unread emails, view & reply to your emails, and take action like adding the email to an opportunity.
Not only can VipeCloud save you apps to subscribe to, we can also save you open tabs!
Inbox Replacement
When you integrate your emails with VipeCloud, we can serve as your Inbox and Sent folders. Track read and unread emails, view & reply to your emails, and take action like adding the email to an opportunity.
Not only can VipeCloud save you apps to subscribe to, we can also save you open tabs!
Holistic View Of Engagement
With your email integrated with VipeCloud, emails to and from contacts can automatically be added as engagement activities. Combined with your completed tasks, any texts that might sent back and forth, and other engagement like completed sign up forms, VipeCloud can provide you with a simple yet compelling view of all your contact engagement.
If you use accounts and opportunities, all of that engagement is automatically added to those records as well. Easily view all of your communication with your deals!
Holistic View Of Engagement
With your email integrated with VipeCloud, emails to and from contacts can automatically be added as engagement activities. Combined with your completed tasks, any texts that might sent back and forth, and other engagement like completed sign up forms, VipeCloud can provide you with a simple yet compelling view of all your contact engagement.
If you use accounts and opportunities, all of that engagement is automatically added to those records as well. Easily view all of your communication with your deals!
Email Routing For Maximum Delivery
With your email exchange integrated with VipeCloud, you have options for email routing. You can route your emails from VipeCloud through your exchange or through our servers.
The most common setup is to route individual emails through your exchange and mass emails through our servers. Emails routed through your exchange will appear in your sent folder across all devices, emails routed through VipeCloud's servers will not. However, your exchange likely has daily limits for emails that are much lower than our mass email servers allow you to send.
Email Routing For Maximum Delivery
With your email exchange integrated with VipeCloud, you have options for email routing. You can route your emails from VipeCloud through your exchange or through our servers.
The most common setup is to route individual emails through your exchange and mass emails through our servers. Emails routed through your exchange will appear in your sent folder across all devices, emails routed through VipeCloud's servers will not. However, your exchange likely has daily limits for emails that are much lower than our mass email servers allow you to send.
Test Your Email Deliverability
Whether sending through your own email exchange or through our servers, deliverability will be affected by your DNS setup.
To maximize your deliverability your domain is required to have SPF and DMARC records. For each avenue that you send, you are required to have DKIM records (e.g. DKIM for your exchange and DKIM for VipeCloud).
Test Your Email Deliverability
Whether sending through your own email exchange or through our servers, deliverability will be affected by your DNS setup.
To maximize your deliverability your domain is required to have SPF and DMARC records. For each avenue that you send, you are required to have DKIM records (e.g. DKIM for your exchange and DKIM for VipeCloud).