Category

Emailing

Seismic Integration

By Emailing
Seismic Integration How to Add Seismic Attachments to Playbooks Emails Many sales organizations struggle with reps sending outdated content in sales emails. With the new Playbooks and Seismic integration, users can now pull content directly from their Seismic content library and add the files to emails sent through Playbooks, ensuring...
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Highspot Integration

By Emailing
Highspot Integration How to Use Highspot in Playbooks Highspot allows your organization to centralize all their email sales collateral in one place. By using Highspot and Playbooks together, you can quickly engage your key contacts and find centrally managed sales content from the Highspot platform. What is Highspot Highspot gives...
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Agent Email Setup

By Emailing, Playbooks, User Guide
Agent Email Setup How to set up Playbooks to work with your existing email Playbooks works seamlessly with your existing email service provider so you can send emails critical to your cadence strategy, get email interaction notifications, use email templates, and other advanced email features. Plus, Playbooks will sync your...
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Email Feature Matrix

By Emailing
Email Feature Matrix What email features do you have based on your organization's email system set up The following table outlines what email features are available for users based on their company email setup. All email features are available for O365 users, including Playbooks Calendaring. Gmail users have access to...
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OneMob Integration

By Emailing, User Guide
OneMob Integration How to Setup and Use OneMob in Playbooks OneMob integrates into Playbooks allowing you to record and send personalized videos to your prospects. Record videos straight from the OneMob feature in Playbooks or select a pre-made video to insert into your emails. While OneMob is integrated into Playbooks,...
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