gmail Archives - Batchbook

Watch: How to Set Up and Use the Gmail Integration

By | Integrations, Product Updates, Using Batchbook | No Comments

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…

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Email Automation Now Available in Batchbook

By | New feature | No Comments

We’ve recently added the ability to send personalized emails from Batchbook via Gmail. This is great for one-off communication. Sometimes you want to send the same message to a group of contacts, or schedule your messages to be automatically sent. With our latest update to our CRM automations, you can do just that. Announcing email automation in Batchbook!

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Save Time with Our New Gmail Integration

By | New feature | No Comments

If you use Gmail to manage your business email, then our new Gmail integration is for you. You can now connect Gmail to Batchbook, and send your emails without ever leaving your CRM. This is part one of several features related to Gmail, and its focus is saving you time. Gmail in Your CRM It’s a simple thing, but we think Gmail CRM integration is going to leave you starry-eyed. Click on a contact’s email address to open the email editor. You don’t have to worry about leaving Batchbook to send that quick email. The email sends from your connected Gmail address. A communication is then created on your contact’s detail page. Replies will still come into your Gmail inbox,…

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Tomorrow — The Small Business Webinar: Using BatchBook’s Integration Partners to Achieve Contact Management Bliss

By | Customer Service, Events/Presentation, On-Boarding, Product Updates, Using Batchbook | 4 Comments

Tomorrow (Thursday September 10 at 2:00 ET), we’ll take a break from our regularly scheduled webinar to bring you a special one. This webinar, called The Small Business Webinar: Using BatchBook’s Integration Partners to Achieve Contact Management Bliss, will focus on how you can enhance your BatchBook experience through our integration partners. The webinar description: Join Stephanie Sweeney and Adam Darowski of BatchBlue Software as they demonstrate how to use BatchBook’s integration partners to achieve contact management bliss! You’ll see how easy it is to send emails to your customers, keep track of outstanding client invoices, import business card and other contact data, even monitor support questions all from the comfort of your BatchBook account. With our integration partners, we’ve…

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Our Users Are So Smart: Email links in BatchBook can now direct to GMail

By | Our Users are So Smart | 11 Comments

BatchBox email forwarding is one of my favorite feature of BatchBook. Every BatchBook user gets their own BatchBox address. You can use that address to forward (or BCC) email messages into BatchBook. We’ll handle the trouble of creating a communication, attaching it to the proper contacts, and retaining attachments. On any contact page in BatchBook, email addresses (of course) are hyperlinked so that clicking on them opens a new message in your email application. Forum user Dean made the awesome suggestion that we automatically BCC those messages to the BatchBox address. He got an Our Users are So Smart post for that. Some of our savvy forum users are Gmail users. So, they used a Firefox add-on to make all…

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BatchBook now with sync: Gmail, Freshbooks, Shoeboxed

By | Product Updates | 6 Comments

Just a really quick announcement that today we’re launching beta versions of BatchBook sync with Gmail, Freshbooks and Shoeboxed. Half of the team is at SXSW in Austin getting the word out, the other half has been up for about six days and I suspect may be sleeping. So now you can sync your BatchBook contacts with your Gmail contacts, you can track outstanding Freshbooks client invoices from within your BatchBook account, and you can finally do something with all those pesky business cards you’ve amassed over the past year by sending them into Shoeboxed, then importing the csv file into BatchBook. Here are the brand new related FAQs with all the nuts and bolts. What we’re REALLY excited about…

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