Email Archiving and Integrations

Articles and advice on how to configure email to and from Zurmo as well as articles covering email archiving via the Outlook Plugin, Exchange integration and the Zurmo Dropbox.

• Data Cleanup

  The Data Cleanup tool is used when emails from Outlook or Email Archiving are not linked to a Contact record in CRM.me. You can find the Data Cleanup tool in the user menu in the top menu in CRM.m...

• CrossGraph Integration

  CrossGraph, Gravity4's automated lead generation tool is now integrated with CRM.me so that your new leads are delivered directly to your sales teams for follow up the minute they are captured. Wh...

• CRM.me Exchange Cloud Integration

  I love CRM.me and while I’m an advocate of social messaging I, like many people, still find I’m dependent on the advanced features and flexibility that an Exchange email system provides. Now than...

• Google Apps Integration

  Synchronize your Contacts, Calendar events bi-directionally with CRM.me and archive email to the crm direct from within Gmail.  This article will walk you through the process of syncing your Google...

• Google Web Tracking for CRM.me

  Most website owners are familiar with Google Analytics that allows web admins to view statistics about traffic to their website.  CRM.me’s Google Web Tracking leverages Google analytics to captur...

• SIP Phone Integration

  CRM.me's SIP Phone integration allows you to make browser based outgoing calls from the CRM to your Accounts and Contacts. Once your call is completed a Meeting record of category of Call will be a...

• Google Apps FAQs and Troubleshooting

  This article is aimed at Administrators and Power users.  This guide provides an overview of the administration options, requirements, FAQs and Troubleshooting tips for those using CRM.me's Google ...

• CRM.me Exchange Integration Guide

  I love CRM.me and while I’m an advocate of social messaging I, like many people, find I’m still dependent on the advanced features and flexibility that an Exchange email system provides. Now than...

• CRM.me Outlook Plugin

  The CRM.me Outlook Add-in allows you to synchronize your Microsoft Outlook® contacts, appointments and tasks with you’re your CRM.me account. It also enables you to upload incoming and outgoing ema...

• CRM.me Outlook Plugin Troubleshooting Guide

  We here at CRM.me understand that everyone is a little different and often so are our PC environments, that's why we do our best to make sure that our Outlook plugin works seamlessly on every suppo...

• Google Maps

  Enable the Google Maps plugin for use with your CRM.me instance in the admin area under Administration-->Plugins-->Maps. All that is needed is a Google Map API key. The API key is linked to a Goog...

• CRM.me Email Archiving

  The email archiving built in CRM.me allows users to archive emails from their email box and link to a record in CRM.me simply by being sent to a special address. Email Archive Setup The IMAP setti...

• Zapier Setup for CRM.me

  Before anything else! The CRM.me connector is not publicly available in the Zapier marketplace, you can however add it here by following the invitation link below: Get the CRM.me Zapier s...

• Web Forms

  Create a web form to allow visitors on your website to enter their contact and other relevant information. A new Lead or Contact record in CRM.me will be created with this information. To access w...