Email integration for CRM use

B_Sp
Wed, 09 Dec 2020 05:30:43 +0000
Integrations

@oshyan and I were chatting about the benefit of Fibery for CRM use:

November 2020 digest

You switched to Snov.io because Fibery wasn’t working well enough for the direct sales experiments, that’s quite interesting. I am curious if it is your hope or intention to add features to Fibery such that in the future it will be able to replace such tools, or did you ultimately determine that more in-depth sales processes like email integration, etc. are beyond Fibery’s goals?

I very much am counting on Fibery to have continued development of CRM functionality, so I thought it would be useful to suggest an Email integration that would serve CRM - it’s one my team is already trying to hack together via API and some workarounds because we really need it!

I’d also like to say that it’s my understanding the former Vizydrop team is focused on integrations, so I’ve wondered if this might be behind the focus on so many lately. So my hope is to get this on the priority list, and perhaps see if there is support here in the community as well!

I am “in the game” with Fibery for the hope of being able to manage all my work needs in one place. As you say on the “Anxiety” page, “maybe Fibery will be good in 2 years” and if you guys can get the “all-in-one” goal done by then, I will come along for that ride! So as pertains to CRM, I have never really seen any good integration with CRM & work management that solves this problem of tracking work, and leads, seamlessly in one tool. It’s a real need in the market. There are numerous integrations across apps like Salesforce/Hubspot/Pipedrive and into Jira/Asana/Wrike, etc. But these integrations don’t really combined enough detail from the respective tools. Teamwork.com even has a CRM and Project Management, but it too is poorly integrated! For example, you can’t easily create a task against a client in the CRM that can be picked up in the Project Management Suite.

A bit part of CRM is the Email correspondence conducted with those leads and clients. One solution to deal with this would be a Gsuite add in that would allow you to push email to Fibery. The email could be tracked as a type, you could even call it “Email,” and each email exchange an Entity therein. This Type would in turn relate to contacts type with each contact an entity. If you have a client with multiple people you deal with roll this up to that client & see all email within the client company. There are a host of other ways this can be set up to provide as good a functionality as any CRM out there, but then when pulled together with other work in Fibery and the Vizydrop reporting, you get some major CRM power within the Work Management app.

I think if Fibery could:

1. be visible inside Gmail so you could push Emails into Fibery, and

2. Convert Email neatly into an Entity in a dedicated Type, kind of like what is going on now with the Intercom and Discourse integrations,

3. With buttons, have the ability to compose a response Email and send it, thereby keeping the whole Email conversation visible in Fibery,

Then you’d be very close to getting this functionality.

This is somewhat related to this request around Email integration as well:

https://community.fibery.io/t/email-integration-email-to-item-filter-comments/761

Thanks!

33 posts - 16 participants