Chrome Extension
Getting started
- Bloobirds Chrome Extension Overview
- What do I need to do on Salesforce prior to start using Bloobirds?
- How do I log in to Bloobirds?
- How to connect Bloobirds to Salesforce
- How do I sync my first lead?
- How do I connect my email to Bloobirds?
SFDC/LinkedIn
- How can I resize images in the Smart Email Editor?
- How can I save, edit, and use templates?
- How can I see Similar Won Deals in the Bloobirds' bubble?
- How do I start using Bloobirds on top of SFDC/LinkedIn?
- How do I see my assigned companies, leads and/or opportunities in BB on SFDC?
- Why do I see different statuses in the Bloobirds' bubble vs. SFDC?
Appearance
Left bar
- Tasks tab on the left bar
- Inbox tab on the left bar
- Outbox tab on the left bar
- Meetings tab on the left bar
- Nurturing tab on the left bar
- Inactive tab on the left bar
Tips
FAQ's
Our most frequently asked...
- How can I synchronize LinkedIn messages with Bloobirds?
- How can I sync a meeting created in Google Calendar/Outlook with Bloobirds?
- What is the difference between a touch and an attempt?
- Which Bloobirds automation possibilities do I have?
- How can I change my password?
- What is jitter and how to reduce it on VoIP
User guide
Activity
- Where to find all the leads captured from LinkedIn
- Verify if your Sales Navigator or LinkedIn messages are synchronized
- Manually register a call
- Report activity results
- Notifications
- I did not receive an email
Assignment
Bulk actions
- How can I start a cadence in bulk over SFDC?
- How to start cadences and reassign in bulk from the left bar over SFDC/LinkedIn
- Bulk Actions in Lists
- How do I update all my companies If I've made changes in my integration?
- Bulk delete values
- Bulk delete objects
Cadence
- Inactive objects and On hold status
- How to avoid having objects as inactive
- I can't mark steps as done
- Bloobirds prospecting models
- Reschedule individual steps or cadences
- Email Automation
Companies
Contact
- Cadence control from correct contact flow
- Call results
- Register a call result
- Improving dialer's call quality
- Listen to call recordings
- See registered calls
Dialers
- Explaining all the features of the Smart Email Editor
- I tried to send an email but it says there's no email linked...
- Synchronize emails
- How to avoid open count increase when you open your sent email
- Email signature
- Email tracker's limitations
Leads
Meetings
- Advantages of creating meetings on Bloobirds vs. Google Calendar or Outlook
- Which meeting results can I report?
- How to create and add meeting links
- Reschedule a meeting
- Information to review before a meeting
- Confirm a meeting with the lead
Opportunity
Overview
Prospect
Search
Tasks
- Where can I see the tasks that I create manually?
- Random tasks
- Minimizables
- How to complete a cadence task
- Task bar sections
- Tasks for today navigation
Integrations
Aircall
Twilio
JustCall
Gmail
Outlook
Hubspot
- Hubspot to Bloobirds native integration sync settings
- Bloobirds to Hubspot native integration sync settings
- Disconnect Hubspot from Bloobirds
- How to map fields and sync info between Bloobirds and HubSpot
- How to sync Hubspot user with Bloobirds user (HubSpot native integration)
- How to check the sync status between Bloobirds and HubSpot
Salesforce
- The Bloobirds built-integration for Salesforce
- Bloobirds to Salesforce native integration sync settings
- How to create Bloobirds app on Salesforce
- How to check the synchronisation status between Bloobirds and Salesforce
- How to manage field mapping in Salesforce native integration
- How to manage users synchronisation in Salesforce native integration