Add-on Close.io

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 > Add-ons > Close.io integration (Pro only)

Paste the API Key generated from Close.io.

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.

You can read how {{=colleagues}} attribute works in Quickmail - here.

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).

Important:
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).