Playbooks API Limiter How to Keep Playbooks from Overwhelming API Limits Playbooks relies on API calls to connect with CRM to deliver the core capabilities of the platform such as importing records, running Robots, and syncing data to CRM records. Since Playbooks isn’t the only application that uses API calls,...
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Playbooks Solution for A/B Testing How to A/B Test Features to Put Out Your Best Content Setting up an effective sales strategy can be challenging if you don’t employ a mechanism to test and compare effectiveness. If you’re considering making updates to email templates, Plays, or even phone call talk...
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Gmail Setup for Playbooks Emails How to set up Gmail to send emails from Playbooks Setting Up Gmail for Playbooks Emails Playbooks allows users to send emails directly from the product using their own email accounts. These emails are tracked and reps are notified when their prospects engage with their...
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Playbooks Manager Application Onboarding For Dynamics The Playbooks Manager Onboarding experience will guide new Playbooks Managers to relevant setup, features, and tools Title 100% Back See All Dynamics Admin Articles Launch Checklist The Manager Onboarding Experience will now help you navigate through additional setup steps like creating Plays, adding users,...
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Playbooks Solutions for Accounts and Opportunities Explore use cases and benefits of using Playbooks with Accounts and Opportunities Playbooks not only allows for easy prospecting with contacts and leads but also provides dynamic engagement with Accounts and Opportunities. This means that Sales, Marketing, and CS teams can benefit from the...
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Account and Opportunity Management How to use Accounts and Opportunities with Playbooks Accounts and Opportunities function in Playbooks similarly to Contacts and Leads with some nuances to manage multiple contacts being involved. Users enroll Accounts and Opportunities into Plays and complete Play Steps just as they would for a Contact...
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Threaded Emails When to Send Threaded Emails as Your Email Reply Sending emails from Playbooks is simple especially when it’s a Play Step. But what happens when you receive a reply from a customer or are on a second email step in the same Play and want to refer to...
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Playbooks CRM Syncing How does Playbooks Log Activity to Your CRM Playbooks syncs information almost instantaneously with your CRM every time you complete an action in Playbooks or send an email through Track and Sync. You can also make updates to CRM records from your Playbooks screen. You can complete...
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Premium or Shared Rate Phone Numbers How to Identify you are dialing a premium rate or shared rate number If you've had issues attempting to dial certain numbers (especially in the EU), there could be a few reasons why the dial is not going through. First, determine if the issue...
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Manage Shared and Personal Records Navigating Team and Individual records and tasks Sales teams often have a need to navigate through different buckets of records and tasks based on ownership and urgency. Some records do not need to be actioned by a specific rep. Think of those low priority, nurture...
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