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.

• ★ CRM.me Phone (Twilio integration)

  Make phone calls directly from CRM.me. This article will walk you through the process of configuring your Twilio account with CRM.me... so lets begin!   In order to start using the Twilio API you w...

• 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...

• CRM.me Exchange Cloud Integration

  *Note: Contact us to enable this feature. 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...

• G Suite Administrator Setup

  Note: Due to recent changes in Google's data access policy, these features are currently unavailable. We are currently working to regain access to these scopes but we cannot provide a timeline or g...

• G Suite Integration

  Note: Due to recent changes in Google's data access policy, these features are currently unavailable. We are currently working to regain access to these scopes but we cannot provide a timeline or g...

• G Suite FAQs and Troubleshooting

  Note: Due to recent changes in Google's data access policy, these features are currently unavailable. We are currently working to regain access to these scopes but we cannot provide a timeline or g...

• 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...

• 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 capture...

• 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...

• 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 service...

• 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...