ClickPoint

Gabriel Buck

Elsa de la Garza

Leo Garcia

Articles that cover integrations with  Zoom Phone, SendGrid, PestPac and more.

Integrations

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

SalesExec Integrations Overview

Integrations Overview

The PestPac integration allows you to create leads, locations, and tasks via dispositions in SalesExec.

PestPac by WorkWave

Lead Processing Integrations

Learn how to connect Zoom Phone to SalesExec

Zoom Phone Integration

Inbound IVR and Outbound Dialing

Get Zillow leads into SalesExec with an easy to use mapping tool.

Get Zillow leads into SalesExec

Get purchase and refinance leads from Lending Tree.

Get Lending Tree Leads into SalesExec

Lead Provider Integrations

Automatically trigger emails from your SoftVu account as leads move through your sales cycle in SalesExec.

Send emails through SoftVu

Leverage Experian CCMP for email distribution using SalesExec automation

Email Campaigns with Experian CCMP

Send Emails with SMTP Server

Cheetah Digital email distribution through SalesExec

CheetahMail

SalesExec now supports Postmark, providing dedicated servers for better deliverability and real-time open and click tracking.

Postmark Email Integration

Email Integrations

When leads are submitted to SalesExec, have them synced with a list in  Five9 and automatically dialed with a predictive solution.

Five9 Predictive Dial Integration Overview

Use Call Monitor with Nextiva VoIP phone solution provider

Installing Nextiva Call Monitor

Third Party Phone Services

Sync your appointments created in SalesExec with your Microsoft 365 Calendar

Sync Appointments with Microsoft 365 Calendar

Office 365 Calendar Sync

www.clickpointsoftware.com

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A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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