Overview

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. Playbooks will also sync your email activities to the CRM record, and, depending on the settings enabled for your organization, Playbooks can be used from your email platform. A few easy steps and some recommended configuration is all that is needed for a Playbooks user to take advantage of this integration.

Topics

Connection

Playbooks will use your existing email service to send and receive email messages. Playbooks is compatible natively with Outlook 365 and Gmail providers, despite it being compatible with some other email platforms as well.

Email Notifications

Email Notifications inform when a prospect engages with the customer's emails. providing real-time insights when prospects open or forward emails, click links, or download attachments. This way, customers can analyze the reception and interest of their proposition before they even make a call.

SmartSend

SmartSend calculates the most likely time your email will be opened and schedules it to be sent at that time. If you want to send an email before that time, you still have the option to manually schedule your email send or send it immediately.

Highspot Integration

Highspot gives businesses a powerful advantage by enabling sellers to engage more effectively with buyers. Highspot provides the right guidance and the right content by bringing together content, sales communications, sales plays, sales training, buyer engagement capabilities, plus over 70+ technology integrations.

Click-to-Email

This feature allows users to click on a prospect’s email address directly in their CRM, draft a new one-off email (or use a template) and immediately send it.

Signature

Playbooks allow customers to present themselves with a solid email signature. They can format their text to look the way they want, saving time themselves from having to add a signature in every new email. Pictures, videos, and a company’s tagline can be added as well, and this email signature can be edited in the Playbooks email draft before sending the email.

Compatibility Matrix

Tracking Emails Sent from Gmail and Outlook

You may want to use your email client such as Gmail or Outlook to send emails to prospects. Such emails can be tracked in Playbooks (as email notifications) and then synced to CRM once you set up the Track & Sync feature as described below. More information about the Track & Sync feature can be found in the Track & Sync Overview concept article.

Related Articles

• Disabling Email Notifications
• Using the Click-to-Email Feature
• Inserting Highspot Email Pitches
• No Option to Add Highspot Content while Editing a Play 
• Notifications Bell Isn't Resetting after Opening Notifications
• False-Positive Email Notifications
• If we CC a person into an email in Playbooks, will we get notifications if they open it?
• Not Receiving Email Notifications From Playbooks