Skip to main content

Does Exclaimer Cloud work with my Customer Relationship Management (CRM) system?

Payal Arya
  • Updated

Scenario

You would like to use Exclaimer Cloud to apply signatures to emails sent using a Customer Relationship Management (CRM) system and need to understand how this is possible.

Resolution 

Please click on the required options listed below to go through the detailed description:

Salesforce

Yes, it is possible to use Exclaimer Cloud to apply signatures to emails sent using Salesforce.

To do this, you need to use the Salesforce Add-in for Outlook and send your emails via Outlook.

Can Exclaimer Cloud apply server-side signatures to emails sent directly from Salesforce via Microsoft 365?

No, it's not possible to apply signatures in this way.

Due to the way, Salesforce impersonates the sender when sending directly from Salesforce - Exclaimer Cloud cannot process the email as the user's MAILFROM address on the message envelope is not correct for the user. 

Hubspot

Hubspot is compatible with Exclaimer Cloud server-side signatures. It doesn't require any additional configuration to apply Exclaimer Cloud signatures to the emails sent from Hubspot. If you have configured any signatures within Hubspot, these should be removed to avoid getting duplicate signatures.

Hubspot also has an Outlook Desktop Add-in, which can be used with Exclaimer Cloud client-side signatures.

Zoho

Yes, it is possible to use Exclaimer Cloud to apply signatures to emails sent using Zoho.

To do this, you need to use the Microsoft Outlook Add-in for Zoho CRM and send your emails via Outlook.

Can Exclaimer Cloud apply server-side signatures to emails sent directly from Zoho via Microsoft 365 or Google Workspace?

No, it's not possible to apply signatures in this way.

Due to the way Zoho impersonates the sender when sending directly from Zoho - Exclaimer Cloud cannot process the email as the user's MAILFROM address on the message envelope is not correct for the user. 

Other CRMs

To use client-side signatures with your CRM, check whether your CRM offers a Microsoft Outlook Add-In, which allows you to send your emails directly from Outlook.

For Exclaimer Cloud to apply server-side signatures to emails sent from a CRM, the following conditions must be met:

  1. The email must be routed to Microsoft 365 or Google Workspace.

  2. The MAILFROM address (usually visible in the message headers as the return-path header) must be the correct email address for the sender.

If you need more help, please get in touch with the Exclaimer Support team.