How to Use Seamless.AI Connect

Seamless.AI Connect is designed to streamline your sales process and help you close deals efficiently. From setting up your account to finding leads, engaging, and following up, here’s how to get the most out of Connect while incorporating best sales practices.

1. Set Up Your Email and Calling
2. Find Leads First
3. Engage with Leads in My Contacts
4. View Activity and Follow Up
5. Create and Manage Follow-Up Tasks
6. Automate Engagement with Campaigns

Set Up Your Email and Calling

Before you start engaging with leads, ensure your email and calling setup is ready to go.

• Connect Your Email – Sync your email with Seamless.AI to send messages directly from the platform. Learn more here: Setting Up Email Engagement
• Set Up Calling (optional) – If calling is part of your outreach strategy, utilize our integration with Twilio to make calls seamlessly. Don’t worry, if you don’t have Twilio you can still manually log calls and track call activity with ease. Learn more here: Setting Up Calling Engagement
• Sync Your CRM – Ensure data export, so all prospect data is easily tracked. Learn more here: Integrations and Importing to Your CRM
• Create Email & Call Scripts – Use dynamic variables to personalize messaging and outreach at scale. Learn more here: Dynamic Variables
• Test Your Setup – Send a test email and make a test call to ensure everything is working properly.

Interested in learning more about setting up Email Engagement and Call Engagement? Check out these helpful articles: Setting Up Email Engagement and Setting Up Call Engagement. 

Find Leads First

Before you can engage with prospects, you need to build your lead list. Seamless.AI makes this easy:

• Create & Manage Lists – Organize contacts into lists for efficient prospecting and outreach tracking.
• Use Advanced Filters – Find leads based on title, industry, location, company size, funding, and more.
• Pull Contact & Company Data – Gather email addresses, phone numbers, LinkedIn profiles, and company insights for your outreach.

Once saved, your leads will appear in My Contacts, ready for engagement.

Interested in learning more about searching for contacts with Seamless.AI?  Check out this helpful article: Contact Search on Seamless.AI Dynamic Layout

Engage with Leads in My Contacts

Now that you’ve built your list, it’s time to connect with prospects.

• Select Contacts for Engagement – select leads and choose to engage via email or call in the Actions column in My Contacts.

Pro-Tip

Try filtering for lists through the Filter Funnel in My Contacts to connect with entire lists.

• Reach Out Individually – Call or email a prospect directly from the "Actions" column
• Use Bulk Outreach with "Connect" – Click the email or phone icon in the top-right to enter the Connect experience, where you can queue contacts for bulk engagement.
• Email or Call in Bulk –
  • Click "Email All" to send a message to multiple leads at once.
  • Click "Call All" to dial a list of contacts for efficient phone outreach.

Interested in learning more about engaging with your contacts? Check out these helpful articles: Call Engagement and Email Engagement

View Activity and Follow Up

A strong sales process includes tracking your engagements and responding promptly to inbound activity.

• Track Calls & Emails in the "Activity" Tab –
  
  • View a dashboard of email opens, replies, and call outcomes in one place.
• Prioritize Engaged Prospects – Focus on leads who open, click, or reply to your emails.
• Never Miss a Follow-Up – Easily re-engage warm leads before they go cold.

Interested in learning more about managing your Activity page?  Check out this helpful article: Using the Activity Page to Track Emails & Calls

Create and Manage Follow-Up Tasks

Sales is all about timing, and well-structured task management helps you stay on top of opportunities.

• Create Follow-Up Tasks – Set reminders to call or email contacts again at a later date.
• Manage Tasks in Bulk – Assign follow-ups to multiple contacts without leaving the workflow.
• View All Tasks in One Place – Organize, sort, and filter your tasks to prioritize key engagements.

Interested in learning more about creating and managing Tasks? Check out this helpful article: Creating and Managing Tasks

Automate Engagement with Campaigns

Take advantage of automation to maintain a consistent outreach strategy.

• Create Campaigns to Automate Tasks – Set up campaigns that automatically generate follow-up tasks and reminders.
• Use Automated Email Steps – Reduce manual effort by incorporating automated email sequences within campaigns.
• Monitor and Optimize Performance – 
  
  • Track campaign results on the Campaign List or Campaign Overview page.
  • Analyze email engagement, response rates, and conversion data to refine your strategy.

Interested in learning more about automating your engagement with Connect? Check out this helpful article: Creating and Launching a Seamless.AI Campaign

Start Selling Smarter with Seamless.AI Connect!

By following these steps, you can efficiently find, engage, and convert leads into customers. Seamless.AI Connect gives you the tools to personalize your outreach, automate engagement, and ensure that no opportunity falls through the cracks.

Ready to take your sales process to the next level? Start using Seamless.AI Connect today!