Integrations

How to Integrate Calendly and SalesNexus

Today we’ll be showing you how easy it is to integrate SalesNexus and Calendly, a Calendar and Scheduling Management App that helps you schedule meetings without all the back-and-forth emails. Calendly is a scheduling tool that allows your clients and customers to schedule meetings with you by choosing from the available time slots on your … Continue reading

Add New Contacts to CRM from Business Cards Instantly!

Using a free account with Zapier, you can integrate SalesNexus with thousands of apps that you use every day.  Today we’ll be showing you how easy it is to integrate with FullContact, a business card management Management App that allows you to take a picture of a business card and have it automatically be uploaded as … Continue reading

Import Your Contacts from Outlook into SalesNexus in 3 Minutes

Importing Outlook Contacts into SalesNexus CRM

It’s easy to import your Outlook contacts into SalesNexus CRM! No more messy spreadsheets! Learn how simple it is to sync your Outlook contacts with SalesNexus: Navigate to Contacts > Import Contacts 2. Navigate to the “Outlook Contacts” tab at the top, and “check” the settings you’d like to enable. Understanding The Settings Options  If … Continue reading

Import Your Contacts from Gmail into SalesNexus in 3 Minutes

Importing Gmail Contacts into SalesNexus CRM

It’s easy to import your Gmail contacts into SalesNexus CRM! No more messy spreadsheets! Learn how simple it is to sync your Gmail contacts with SalesNexus: Navigate to Contacts > Import Contacts 2. Pick the Gmail Contacts tab at the top, and “check” the settings you’d like to enable. Understanding The Settings Options  If you … Continue reading

How to Setup Web Lead Capture from Your Website to SalesNexus

Capture Leads from Your Website to SalesNexus Automatically

Have a customized form on your website that you’d like to use to capture leads into SalesNexus CRM? If you have a website and use a “Contact Us” form that collects information about a new lead, and you aren’t using SalesNexus Web Lead Capture to add these contacts automatically to your database, then you are … Continue reading

How to Setup Email Capture for Office 365

How to Setup Email Capture for Office 365/Outlook

What is Email Capture? If you send and receive emails to your SalesNexus contacts, using your Gmail, MS Outlook, or other email service, then you need Email Capture! Email Capture allows you to see all of the emails sent and received from your contacts, directly in SalesNexus.  And the best part is, it is all automatic!  If … Continue reading

How to Setup Email Capture for Gmail

How to Setup Email Capture for Gmail

What is Email Capture? If you send and receive emails to your SalesNexus contacts, using your Gmail, MS Outlook, or other email service, then you need Email Capture! Email Capture allows you to see all of the emails sent and received from your contacts, directly in SalesNexus.  And the best part is, it is all … Continue reading

SalesNexus & QuickBooks Integration-Sales Opportunities

Salesnexus and Quickbooks Integration-Sales Opportunities

Today we’ll be showing you how to automatically create a new task for a member of your team in SalesNexus CRM when an invoice gets paid in the accounting software Quickbooks. This can alert them in real time when an invoice is paid, what it was for, and how much they paid, so that they … Continue reading

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