I’m a fan of differences. I love hearing about and celebrating the uniqueness of the people I’ve known forever and the new people I meet. But I’d be willing to bet most of us share one common trait regardless of our differences – we all want our software to play nice with each other! How many times have you sighed in frustration and thought ‘ugh, if only my CRM would send all this info to my helpdesk (or project management software or marketing software or, well, you get the picture)’.Our customers report utilizing up to 30 different software solutions to manage their day to day business activities, it’s no wonder that integrations are the lifeblood of any organization. Today we…
Using Outlook.com on Microsoft’s Office 365 for your email? Great news! You can now keep your contacts there in sync with your Batchbook contacts using PieSync.
PieSync is an app connector that syncs and updates contacts between apps. Other apps that you can sync with Batchbook include MailChimp and Google Contacts.
Bi-Directional Sync with Outlook.com
With this integration, updates you make to Batchbook or Outlook.com contacts will sync. Update a contact’s name in Batchbook? It will update in Outlook.com automatically.
You won’t have to worry about having outdated info in either tool. And best of all, you won’t have to remember to update that email or those address details in more than one place.
By now you’ve heard tons about our new Gmail Integration and may be wondering if it’s right for you and your team. What bells and whistles does it contain? And how can I get it going quickly? While we have plenty of support articles aimed at getting you set up for success with the Gmail Integration we know that seeing it real time can be a heck of a lot more understandable. With the Gmail Integration you can create automated workflows including templated and automated emails. Whether you’re looking for a quick and easy way to stay in touch with your contacts or more in depth sales automation, the Gmail Integration will likely be a good fit. I’m personally a…
Connector apps help you connect different pieces of software together. For example, you can save a webform entry to your CRM. Or you can add a contact to your accounting software when it’s added to your CRM.
Here are 3 different connector apps that all play nice with Batchbook. They are all a little different, so be sure to check them all out.Read More
Eventbrite helps you run a successful event. The new Batchbook Extension for Eventbrite helps you turn that successful event into lifelong happy relationships. What Does it Do? The new Batchbook Follow-Up tool extension tool in the Eventbrite Spectrum marketplace lets event planners seamlessly move back and forth between Eventbrite and Batchbook to manage the post-event follow-ups and ongoing marketing efforts more efficiently. From within Eventbrite, event planners will now be able to: Create a Batchbook account directly within Eventbrite. Sync new attendee and event information directly to Batchbook. Save past events in Batchbook instantly. Link over to your Batchbook account without a separate login process. And with data synced into Batchbook, event planners can: Quickly see who needs a follow-up…
We want it to be super easy to get the info you need into Batchbook. Whether you’re importing from a webform, connecting your email marketing software, or sending data to your accounting software, we want Batchbook to be a useful hub for all the info that’s coming and going. To this end, we recently upgraded our Eventbrite integration, making it a hands-off connection that does the heavy lifting for you. Searchable event details Most importantly, useful event details are now imported from Eventbrite right into Batchbook. Quickly see: Whether the contact registered for your event Whether they attended What ticket type they ordered A link back to the event dashboard in Eventbrite Storing info like this in Batchbook means that you can search and build lists based…
So you have a Wufoo contact us form on your website. That’s a great way to collect information about new contacts and leads. Where does that information currently go? Just to your email? Tsk tsk. We’ve set up a special Zapier Shared Zap to make it painless to hook up your Wufoo form to Batchbook. You already have a Wufoo account and a Batchbook account. Now all you need is a free starter account with Zapier and you can get these two great products working together. Once it’s connected, every new Wufoo form entry will create a new person in Batchbook, where you can add other contact info and build a great relationship from the get go. Set it up…
Don’t you wish you were a ninja when it comes to getting new contacts into your Batchbook account? Imagine that a new customer comes to your WordPress site, enters their contact info into a form and then, as if by magic, that new lead is in your Batchbook account the next time you log in. That’s what the new integration with Ninja Forms does! The folks at Ninja Forms have launched a new integration into Batchbook that will make your life a lot easier. You can take the form you’ve created with Ninja Forms and send the data you collect right over to Batchbook. Ninja Forms: Create new contacts and companies automatically upon submission. Batchbook’s Tag functionality is supported so…
Today we’re happy to announce a new integration partner! INinbox is a complete, easy to use, email solution. They offer 2,000 contacts and 20,000 emails for free with no credit card required, so there’s no risk for you to give them a try.
Good news MailChimp users, we’ve just rolled out an update to make our MailChimp integration even more useful. Here’s what you’ll get:
Send to Groups in MailChimp
Need to send a segment of contacts to a specific group or groups on your MailChimp list? Now you can. When you export from a Batchbook list, if your MailChimp list has groups, you will be able to pick which ones to send your Batchbook contacts to.
Using groups in MailChimp helps you be even more relevant with your emails and helps organize your big email subscriber list so it’s more useful for your marketing team.
Create New MailChimp Lists from Batchbook
You may find yourself needing a new list, maybe for that segment of customers that you just created who all bought something from you last year. You can now do this easily right in Batchbook. From either the Contact Detail Widget or from the List view, just click on the Create a New List button.
You’ll need to provide your address and some other information to keep the CAN-SPAM folks happy. Once you do, your new list will be created in MailChimp and you can send contacts to it from Batchbook.
MailChimp Activity and Subscriptions for All Contacts
If you have MailChimp connected to your Batchbook account, you will now see the MailChimp widget on every contact record.
This means, if that contact is on a MailChimp list, you will see information about it right on the contact record in Batchbook.
Here’s what you’ll see:
This is sortable by list name and will show recent emails the contact received and opened, and if/when the contact unsubscribed from the list.