If you have a subscription to Autoklose, which is a market leading targeted email marketing platform (which you can obtain with special discounts by being a Repfabric customer), we offer direct and detailed integration between both systems.

Why Autoklose?

What does Autoklose do for you? How can or do you use it? Why is it different than other email mass blast platforms?

Please see this video for both a concept walk through and usage specifics.

Configuration

In order for the two systems to talk securely, you will need to place the Autoklose Authorization token in the Repfabric CRMSync settings for Autoklose.

  1. Login to Autoklose and click to the “Integrations” menu on the lower left corner.
  2. Select the token with the Copy button.
  1. Login to Repfabric and follow the Menu > Settings> CRMSync. Select Autoklose from the dropdown list in the upper left corner.
  2. Click the New green button on the right middle of the page. Select the user for whom the Autoklose token is assigned. Paste in the Autklose Token.

Autoklose and Repfabric are now talking.

For a detailed walk through and video for syncing contacts between two systems, please watch the following video:

Update: 2.22.2021

We have enhanced the integration to now offer the ability to send contacts to Campaigns in Autoklose that are not owned by you. This feature is commonly needed when an admin wants to send a group of contacts to a particular campaign under a salesman’s AK license rather than the admin’s own AK campaign.

For example, if Chris Farley, the Autoklose admin, wants to choose contacts to send to a campaign that will send from Bill Murray’s email, the admin (Chris) should choose to send contacts AS Bill Murray as shown here:

Logged in as Chris, select “Send As” and choose the sales person who owns the Campaign in Autoklose (in this case, Bill Murray will be the mailbox that emails these contacts).

Creating Task, Activity Journals and Opportunities from Autoklose Events

By clicking on More Settings button, you can set “Subscriptions” to events that occur in the Autoklose system. Do this after you have sent contacts to Autoklose from Repfabric.

  1. Click More Settings button
  2. Select the Campaign from the left side menu of Campaigns
  3. Subscribe to which events in Autoklose you want to create Actions in Repfabric
  4. Choose what Action you want to create in Repfabric, optionally:
    • Email notification
    • Activity Journal (as shown below)
    • Opportunity
    • Task

In this example video, when someone clicks on the link “https://rainbird.com/xlrseries” in your Autoklose email, an activity journal for that customer contact will be created. It can report on the Activity Journal report for that product line for example.