The SphereMail Newsletter: Get the most out of SphereMail
SphereMail's Integrations - A Deep Dive
Hello SphereMail Partners,
In July's edition of the SphereMail newsletter, we will take a closer look into the platforms' integrations, what each bring to the table, and how our partners can maximize their use cases of the platform while keeping track of billing, marketing and customer information, an integration away.
The SphereMail platform seamlessly integrates with HubSpot to allow our partners to export customer data like:
- Name
- Company name
- Email address
- Additional email address
- Phone Number
- USPS form 1583 status (Signed or not signed)
It doesn't end here! This data will be updated automatically in real-time whenever a new customer signs up, a new user is added manually, or any change occurs to a customer's account. This comprehensive integration simplifies the time-consuming task of manually exporting/importing customer lists to HubSpot, guaranteeing consistency, accuracy and efficiency.
SphereMail's innovative technologies blends effortlessly with OfficeRnD's comprehensive and flexible platform. This integration allows our partners to directly connect their OfficeRnD members between both platform. SphereMail partners can
- auto-connect all SphereMail active customers to OfficeRnD: The platform cross-references the emails of active users and automatically connects them with their respective OfficeRnD member accounts.
- auto-update new SphereMail customer accounts into OfficeRnD's platform
- manually add specific SphereMail customer accounts into OfficeRnD's platform
- have customers who do not have an OfficeRnD account be assigned one automatically with the information they have in their SphereMail accounts.
This integration empowers our partners to maximize their time and effort using both platforms and automates their workflow seamlessly.
Say goodbye to billing hassles with this integration! SphereMail partners can easily connect their customers' billing information to the QuickBooks platform to facilitate exporting and managing invoices. SphereMail partners can
- auto-connect all SphereMail active customers. A simple click will allow the platform to cross-reference the emails of active SphereMail users and automatically connect them with their respective Quickbooks member accounts.
2. auto-update new SphereMail customer accounts to QuickBooks
3. have customers who do not have a QuickBooks account be assigned one automatically with the information they have in their SphereMail accounts.
4. manually add specific SphereMail customer accounts into QuickBooks' platform
Last but not least, SphereMail also offers a direct integration with Deskworks! This integration allows SphereMail partners to connect their SphereMail customers with their respective Deskworks accounts with ease. SphereMail partners can
- auto-connect all SphereMail active customers to Deskworks: The platform cross-references the emails of active users and automatically connects them with their respective Deskworks member accounts.
- auto-update new SphereMail customer accounts into Deskworks's platform
- manually add specific SphereMail customer accounts into Deskworks' platform
- have customers who do not have a Deskworks account be assigned one automatically with the information they have in their SphereMail accounts.
These integrations and more allow our partners to simplify their managing process across any of these channels to ensure smooth and seamless day-to-day operations.
For this month's edition, we are also excited to announce that the SphereMail platform's integration with Nexudus is almost here! Be on the lookout for an announcement very soon..