Salesforce App
Getting started
- What do I need to do on Salesforce prior to start using Bloobirds?
- How to connect Bloobirds to Salesforce
- How do I log in to Bloobirds?
- How do I find a Bloobirds' lead in SFDC?
- What can I do if a record in SFDC is not synchronized in BB?
- What can I do if a Bloobirds lead is not synced in SFDC?
Tips & Tricks
- 7 tips to elevate your e-mail templates
- 5 tips to nail your cadences every time
- 5 tips to elevate your pitches
- 5 ways in which Similar Won Deals will help you close a new deal
- 10 snippets that will save you a lot of time
- 6 ways in which the Bloobirds Chrome extension will boost your productivity
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
Emails & templates
Calls
Meetings
Notes
FAQ's
Our most frequently asked...
- How does Bloobirds calculate the Similar Won Deals percentage?
- 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?
Dialer
User guide
Activity
- How can I log activity that happens outside of Bloobirds?
- 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
Assignment
Bulk actions
- How can I start a cadence in bulk over SFDC?
- How to start, stop, and reassign cadences bulk from the left bar over SFDC/LinkedIn
- Bulk Actions in Reports
- How do I update all my companies If I've made changes in my integration?
- Bulk delete values
- Bulk delete objects
Cadence
- How can I include custom tasks in a cadence?
- Explaining all the KPIs of Cadences
- Inactive objects and On hold status
- How to avoid having objects as inactive
- I can't mark steps as done
- Bloobirds prospecting models
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
- A complete guide to fix formatting issues
- Explaining all the features of the Smart Email Editor
- I tried to send an email but it says there's no email linked...
- How to synchronize emails
- How to avoid open count increase when you open your sent email
- How can I create an email signature?
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?
- Custom tasks
- Random tasks
- Minimizables
- How to complete a cadence task
- Task bar sections
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
- How can I connect Salesforce to Bloobirds?
- 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