Setup guide · · 1 min read
Set up SnailReach in ten minutes.
Connect your mailbox, add your booking link and sign your name. Then connect your CRM, if you use one.
1. Connect your mailbox
Heads-ups, letters and follow-ups go out from your own email address, so they land like a note from you. Pick the guide for the email you send from:
- Company email on Google, like you@yourcompany.com: connect Google Workspace.
- A free @gmail.com address: connect Gmail.
- Microsoft 365 or Outlook, work or personal: connect Outlook.
- Zoho, Fastmail, Yahoo, iCloud, your web host or anything else: connect any other email.
2. Add your booking link
Every letter ends with a Grab 15 minutes button. It opens your booking page with the prospect's name and email filled in.
- Calendly: connect Calendly, and bookings mark letters Booked on their own.
- Cal.com: connect Cal.com, and bookings mark letters Booked the moment they happen.
- HubSpot Meetings, Google Calendar, Microsoft Bookings and others: add your booking link.
3. Sign your name
- In SnailReach, go to Settings, then Your setup.
- Under Signature, draw your signature with your mouse, trackpad or finger, or type your name and SnailReach writes it out.
- Pick the handwriting your letters are written in. Every letter you send uses it, so you always look like you.
4. Connect your CRM, if you use one
An admin connects the CRM once for the whole team. Contacts come in when you pick who to write to, and every letter event goes back as a note.
- HubSpot: connect HubSpot.
- Salesforce: connect Salesforce.
- Pipedrive: connect Pipedrive.
- No CRM? SnailReach works on its own. Import a CSV or add people by hand.
Still stuck? Email support@snailreach.com with a screenshot and we'll sort it out with you.
