How can I bring leads or contacts into the CRM automatically?
Benchmark CRM offers a web form creator for signup forms that can help you collect leads, contacts or support ticket generation. It provides HTML that can be styled and pasted on any website you control. Please follow the below steps to create a web form. From the top-right corner, click on the avatar of the account holder and select Settings. Scroll down to the bottom of the page and select
Benchmark CRM and Google Drive Integration
Our Google drive integration enables you to integrate your Benchmark CRM account with Google Drive to import documents specific to the contact/leads record. Google drive being conventional and accessible from anywhere, in turn, becomes very handy to save your files like .doc, .ppt, .pdf, image files, etc. With the Benchmark CRM and Google Drive integration, you can directly pull these files in the document tab of each record (contacts/leads). Please
How do I sync my Google Form contacts with the CRM?
The Benchmark CRM API allows you to pull your Google contacts to your CRM account via API. Following are the steps to create a CRM API sync with Google Contacts. Click on your Username located on the right top corner and select settings. Scroll down to the end of the settings page and click on API Sync. Name the sync as per your convenience. This name is for your
What is the Benchmark CRM for Gmail Extension?
The Benchmark CRM Gmail Extension is a free plug-in that runs your Chrome browser on Windows, Mac and Chrome OS. You can download it from the Chrome extension store here. Once installed, you get a dedicated CRM panel in your Gmail account, where you can: Create new CRM leads or contacts View CRM data for existing contacts or leads (personal information, notes, activities, support tickets, sales opportunities) Update CRM
How do I create Benchmark Email marketing lists from my CRM contacts or leads?
Creating an email list in Benchmark Email from your Benchmark CRM contacts or leads requires you to integrate your Benchmark email account with your Benchmark CRM account. To integrate your Benchmark accounts click here. Once the account is integrated, you’ll be able to create your list. Follow the steps below to create an email marketing list in your Benchmark Email account from your CRM account. Login to your
How do I see if my CRM contacts or leads have engaged (opens and clicks) with my Benchmark Email campaigns?
Once you integrate your Benchmark CRM account with your Benchmark Email account, you will be able to see if your contacts or leads engaged with your email marketing campaigns. Please follow the below steps to check the engagement (opens and clicks) in your Benchmark CRM account. Click on the name of the Contact or Leads from home, search or dashboard. Scroll down to bottom of the page. Click on the
How do I sync my Gmail Contacts with my CRM Contacts?
Benchmark CRM API allows pulling your Google contacts to your CRM account via API. Following are the steps to create a CRM API sync with Google Contacts. Click on your username located on the right top corner and select settings. Scroll down to the end of the settings page and click on API Sync. Name the sync as per your convenience. This name is for your reference only. From the
How can I make sure my Benchmark Email unsubscribes also opt-out my CRM contacts & leads?
The integration between Benchmark CRM and Benchmark Email is a two way integration. The opt-out or unsubscribe details are synced between Benchmark CRM and Benchmark Email platform. Opt-out field sync from Benchmark Email to Benchmark CRM As a Benchmark Email user, if one of your contacts is marked as an Unsubscribe in your account, and your account is synced with the Benchmark CRM through API integration. The unsubscribed email address
Does the contact or lead “email opt out” field sync with my integrated Benchmark Email account’s unsubscribes?
Yes! The integration of Benchmark CRM and Benchmark Email is a two way integration. The opt-out or unsubscribe detail are synced between Benchmark CRM and Benchmark Email platform. Opt-out field sync from Benchmark CRM to Benchmark Email As a CRM user, if one of the contacts/leads is marked as opted-out and the same list is pushed to the linked Benchmark Email app through API integration. The email address will be
Integrating your Benchmark CRM account with Benchmark Email
Why should I integrate my Email account with my CRM account Benchmark Email is your one-to-many mass communications tool. You can craft emails for sending to hundreds, if not thousands. Your contacts in Benchmark Email exist on email lists segmented for your marketing purposes. Benchmark CRM is your one-to-one communication platform for one-to-one emails. Your contacts in Benchmark CRM are full-fledged, robust customer records, each with their own page where you