When first setting up your account, you'll need to connect Gmail and Salesforce. Doing so enables you to:
Send emails through Autobound that come from your email domain
Track opens and replies
Have contacts from your Salesforce instance be suggested for outreach
Reference previous interactions, emails, calls, and meetings in your outreach
Build Triggers, Personas, Snippets and Logic off of individual or grouped CRM fields
Here are the steps to perform the connections:
Login to your Autobound account
Once logged in, click "Settings" -> "Integrations" (or click this link)
Clicking "Connect" will walk you through the integration process for both Salesforce and Gmail
Once you've authenticated Salesforce, the initial data sync takes roughly ~10 minutes. You should see the following message while it's in process, you don't have to stay on this page in order for it to complete.
Important: in order to track reply rates, you'll have to insert your "app password" from Gmail. You can do so by following these steps:
Go to your Google Account
Under "Signing in to Google," select App Passwords. You may need to sign in. If you don’t have this option, it might be because: 2-Step Verification is not set up for your account. 2-Step Verification is only set up for security keys. Your account is through work, school, or other organization. You turned on Advanced Protection.
At the bottom, choose "Select app" and choose the app your using, click "Select device" and choose the device you’re using, then click "Generate"
Follow the instructions to enter the App Password. The App Password is the 16-character code in the yellow bar on your device.
Insert that password into the prompt you receive when clicking "App Password" on the integrations page.
And you're done! To help us make your experience better, please click one of the emojis below to show your satisfaction with this help article.
Still need a hand? Check out the video below!