Integrations

How to Get Started Sending Text Messages through SalesNexus

send text messages instantly with salesnexus

We’ve created some resources for those that want to set up RingCentral with SalesNexus to schedule and send automated text messages easily through our system. This post will be your go to resource, so make sure to bookmark it if you’re looking to implement text messaging with SalesNexus! Please review the following help materials to get … Continue reading

Schedule Texts Through Your CRM – Automatically!

Text Message SMS Automation with SalesNexus CRM

Instead of stopping what you’re doing to pick up your mobile phone, use your CRM to schedule automated text messages. When a customer replies to your automated text, to say, confirm your 3pm meeting tomorrow, you instantly get the text to your phone, and can see the chat history in your CRM. Let SalesNexus do … Continue reading

SalesNexus Release Notes- April 2020

Exciting new features are arriving to SalesNexus users on Thursday, April 30th! Let’s take a look at the improvements for the release scheduled for Thursday, April 30th 2020, most notable being our updated import process, the addition of the new Settings, Integrations Pages, and other tweaks and improvements! Read on for the latest and greatest! … Continue reading

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

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