Customer Success
Activity overview
Latest activity by Customer Success-
Customer Success created an article, How do I connect my email to Bloobirds?
Now that you've added your first lead, this is how the Bloobirds' bubble will look like: Once you click on the orange email icon within the bubble, you'll get this warning on top of the email edit...
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Customer Success created an article, How do I log in to Bloobirds?
Great! So you've already laid the groundwork to use Bloobirds on top of Salesforce. What comes next might seem evident but don't forget about it, you'll need to log in to Bloobirds. ⚠️ Don't forge...
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Customer Success created an article, How do I sync my first lead?
Now that you have connected successfully Bloobirds to Salesforce, it's time to sync your first lead. On Salesforce, this bubble will pop up. Please select your Salesforce user and click on CONTINUE...
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Customer Success created an article, What do I need to do on Salesforce prior to start using Bloobirds?
In this article, we explain to you everything that you need to do on Salesforce to lay the groundwork for Bloobirds and make sure that everything runs smooth from start. Your organization must have...
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Customer Success created an article, Explaining all the features of the Smart Email Editor
Whenever you want to send an email, this is the window that will pop up. At the bottom right, you have the different sections of our Smart Email Editor and, within those all the great functionaliti...
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Customer Success created an article, What can I do if a Bloobirds lead is not synced in SFDC?
If a lead is in Bloobirds but not in Salesforce, as long as it is assigned to you, you can use all of the Sales Engagement tools - call, send email, tasks, notes, and schedule a meeting - regardl...
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Customer Success created an article, How do I see a SFDC record in BB?
Every time you access a SFDC record, the information for that object (Lead, Contact, Account, or Deal) will be loaded in the Bubble in Bloobirds. If it is not synchronized in Bloobirds, you can do ...
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Customer Success created an article, How do I schedule a meeting on SFDC?
Don’t worry about scheduling meetings, the process is exactly the same as in the Bloobirds platform. To schedule a meeting from Salesforce, all you have to do is access the record you want to cont...
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Customer Success created an article, How do I find a Bloobirds' lead in SFDC?
Depending on the setting of your integration, leads created in Bloobirds will be - or not - synched to SFDC. Knowing that, there are several ways of finding Bloobirds leads in SFDC: By using the S...
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Customer Success created an article, How do I send an email to a record on SFDC?
If you're already a Bloobirds user, don’t worry about sending emails, the process is exactly the same as in the Bloobirds platform! To send an email from Salesforce, all you have to do is access th...