Step 1: Open Mailbutler
Open the Mailbutler Sidebar:
👉 Gmail
👉 Outlook
Step 2: Connect your contacts
Option 1: Connect your contacts app
💡 Good to know: Once you've connected your contacts app, Mailbutler will automatically fetch the latest contact information whenever it's needed.
Go to Account & Preferences → Integrations and connect your contacts app.
Option 2: Connect your CRM
💡 Good to know: Once you've connected your CRM, Mailbutler will automatically fetch the latest contact information whenever it's needed.
Go to Account & Preferences → Integrations and connect your CRM provider.
Option 3: Import contacts from a CSV file
💡 Good to know: Once you connect a CSV file, Mailbutler securely stores its contact information for future use, so you won't need to import it again each time.
To import contacts from a CSV file, simply upload it in the compose window while setting up a Mail Merge.
