Mailshake is a sales engagement platform that helps sales and marketing teams to perform automated, personalized outreach. Send cold emails, set tasks to engage with prospects via phone and social media and reply to leads, all in one sequence on one dashboard.

In Pipedrive, Mailshake can create deals for campaigns' recipients and track activities for that deal. For instance, you can track when an email is sent, opened, clicked, or replied to. You can also customize how your deals move through your pipeline's stages. For instance, when a lead is created in Mailshake, you can set it to move forward in your pipeline.

When recipients work their way through your Mailshake campaigns, you can have their activities recorded in Pipedrive (sends, clicks, etc.).

You can also move deals through your pipeline's stages when specific events in Mailshake happen. For instance, when someone becomes a lead in Mailshake, you can move them to the "So Much Winning" stage of your pipeline.

1. Sign your team up for a Mailshake email outreach or sales engagement account
2. Go to "Extensions", then "Apps & CRMs"
3. Click the pink "+" button
4. Choose "Pipedrive"
5. Follow the prompts to link your account
6. Your Pipedrive account will show up. Click "Edit" and tweak your options e.g., choose which stage deals move to etc.
7. When creating your campaigns, you'll have the choice to turn this CRM integration on or off