(Old Version) Close.io Native Integration (Pro Plan)

Integration (Pro only):

1. In Close.io, go to Settings > Your Api Keys > Generate a Key > copy

2. In your Quickmail.io account, go to Settings > Team > Close.io integration (Pro only)

Paste the API Key generated from Close.io > Save (you need to scroll back up).

After saving, Quickmail will automatically sync with the Close.io account (within 10 mins).

How it works:

Watch this video –

In the example Jeremy provided, he used a sequence template that uses {{=colleagues}} attribute to automatically mention prospects in the same company.

Here’s how {{=colleagues}} attribute works in Quickmail:   http://help.quickmail.io/article/71-how-does-the-colleagues-attribute-work

It’s important to keep in mind that {{=colleagues}} attribute will only work if the prospects in the same company (Lead name in Close.io) is in the same group in Quickmail.

So, if you’re going to start a sequence with {{=colleagues}} attribute from Close.io, you need to start the sequence on at least two contacts from the same lead (otherwise an error will occur).

If you’re working with a team, the sequences initiated from Close.io will send emails from whoever owns the sequence (regardless of who started the sequence).