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Stephanie Price-Bell

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  • Lesson: Overview of the Contacts dashboard

    Want to learn more about the features and functionality found in Contacts?  Click here to walk through an online resource.

  • Lesson: How to import a CSV

    Need to learn more about importing CSV files?  Click here to walk through an online resource. 

  • Lesson: Adding Contacts

    Want to learn more about the variety of ways you can add contacts to your account? Click here to walk through an online resource.

  • How do I update the Delivra Opt-In Box to be checked for all of my contacts?

    DESCRIPTION Mass update the Delivra Opt-In checkbox for your Salesforce Leads and Contacts.  HOW-TOThe best way to mass update the Delivra Opt-In checkbox on leads and contacts is to use Salesforce...

  • Available Cazoomi Integrations

    Delivra has the capability to integrate with any of the solutions that Cazoomi integrates with, visit https://www.delivra.com/apps/cazoomi/  to search integrations. Below is a list of the Cazoomi i...

  • Token issues for Zoho CRM

    Please note: Questions or problems generating a token or an error upon entering the required token through setting up the Cazoomi SyncApp connection must be directed to either Zoho CRM or Cazoomi s...

  • Invalid credentials error: Step 2 of SyncApps connection setup

    For assistance with an invalid credentials error in Step 2 of setting up the Cazoomi SyncApp connection, please contact Delivra support.  Delivra Support can verify credentials, account name, verif...

  • Delivra + Zoho CRM via Cazoomi SyncApps

     Major features supported for Delivra + Cazoomi + Zoho Sync contacts and leads to Delivra account. Sync Zoho CRM Potentials information to your Marketing Automation solution. Filter and Sync only ...

  • Delivra + NetSuite via Cazoomi SyncApps

    Major Features included with Delivra + Cazoomi + NetSuite NetSuite supported Saved Search record types: Contact, Customer, Partner, Transaction.Sync NetSuite company, contacts or leads to Delivra ...

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