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SalesExec Integrations Overview

Enable integrations within SalesExec including: Cheetah Mail, Postmark, Experian, Zillow, SoftVu, Nextiva, Cisco, RingCentral, Zoom Phone, and more.

Written by Gabriel Buck

You can easily integrate with several services to better manage your Leads, such as Phone Integration and email integration. 

Note: You must have sufficient permission levels to access this part of the ClickPoint application.

How to Access Integrations

Navigate to More > Settings > Administration > Integrations: 

Company-Wide Services


Activate or add the appropriate options as they apply to your organization.

Select View to input the appropriate options required for the integration. 

Inbound and Outbound Call Services

This section represents the integrated Call Solutions. Enable phone solutions like RingResponse, Five9, and Zoom Phone to quickly build Call Flows, send Text Messages, and conduct local presence outbound dialing. 

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