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The SphereMail Integrations

Your Secure Connection to a Seamless Operating Experience

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Introduction:

The SphereMail platform is a comprehensive mailroom management solution that allows businesses of all sizes to offer premium services, operate their mailroom smoothly and seamlessly, and automate their processes with ease. Recognizing the value of offering their partners the flexibility of integrating their existing management systems, SphereMail initiated a series of integrations with leading management platforms such as HubSpot, Deskworks, and more; illustrating how these partnerships redefine efficiency, user experience, and business potential.

Introduction:

In this white paper, we explore the SphereMail integrations in depth with detailed descriptions of what to expect when integrating with any of SphereMail’s partners.

HubSpot:
The SphereMail platform seamlessly integrates with HubSpot to allow operators to export customer data like:
  • Name
  • Company name
  • Email address
  • Additional email address
  • Phone Number
  • USPS form 1583 status (Signed or not signed)
HubSpot:

This data will be updated automatically, in real-time, whenever a new customer signs up, a new customer is added manually, or any change occurs to a customer's account. This comprehensive integration simplifies the time-consuming task of manually exporting/importing customer lists to HubSpot, guaranteeing consistency, accuracy, and efficiency.

OfficeRnD:
SphereMail's innovative technologies blend effortlessly with OfficeRnD's comprehensive and flexible platform. This integration allows operators to connect their OfficeRnD members between both platforms directly. SphereMail operators can:
  • auto-connect all SphereMail active customers to OfficeRnD. The platform cross-references the emails of active users and automatically connects them with their respective OfficeRnD member accounts.
  • auto-update new SphereMail customer accounts into OfficeRnD's platform
  • manually add specific SphereMail customer accounts into OfficeRnD's platform
  • have customers who do not have an OfficeRnD account be assigned one automatically with the information they have in their SphereMail accounts.
OfficeRnD:

This integration empowers our operators to maximize their time and effort using both platforms and automates their workflow seamlessly.

QuickBooks:
Say goodbye to billing hassles with this integration! SphereMail operators can easily connect their customers' billing information to the QuickBooks platform to facilitate exporting and managing invoices. SphereMail operators can:
  • auto-connect all SphereMail active customers. A simple click will allow the platform to cross- reference the emails of active SphereMail customers and automatically connect them with their respective Quickbooks member accounts.
  • auto-update new SphereMail customer accounts to QuickBooks
  • have customers who do not have a QuickBooks account be assigned one automatically with the information they have in their SphereMail accounts.
  • manually add specific SphereMail customer accounts into QuickBooks' platform.

Deskworks:
SphereMail also offers a direct integration with Deskworks. This integration allows SphereMail operators to connect their SphereMail customers with their respective Deskworks accounts easily. SphereMail operators can:
  • auto-connect all SphereMail active customers to Deskworks: The platform cross-references the emails of active users and automatically connects them with their respective Deskworks member accounts.
  • auto-update new SphereMail customer accounts into Deskworks's platform
  • manually add specific SphereMail customer accounts to Deskworks' platform
  • have customers who do not have a Deskworks account be assigned one automatically with the information they have in their SphereMail accounts.
  • have active SphereMail plans listed within Deskworks’ portal under Virtual Membership.
  • have customers' new and pending invoices auto-synced after the integration is set up and activated.

Nexudus:
Finally, SphereMail’s cutting-edge technologies effortlessly integrate with Nexudus’ allowing operators to auto-sync:
  • active customer accounts and contact info.
  • new customer sign-ups on SphereMail which will automatically be added to their Nexudus account.
  • customers' newly created and pending invoices after the integration is set up and activated.

Operators will also be able to connect individual customer accounts on the SphereMail platform to their Nexudus accounts seamlessly.

Conclusion:

SphereMail's integrations with leading management platforms provide a powerful solution for streamlining operations, enhancing user experience, and unlocking business potential. By integrating SphereMail with these platforms, operators can achieve greater efficiency, reduce manual work, and gain a comprehensive view of their customers across multiple platforms. SphereMail's commitment to innovation and partner success ensures that these integrations will continue to evolve and meet the ever-changing needs of businesses.

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