Setting Up Integration

  • Updated

The Sendoso x integration allows you to send directly from any item view within!

To get started, have a admin use this link to install the Sendoso application.

Choose which workspace(s) you'd like Sendoso to appear in and then click 'Install'.


Once installed, navigate to the item you'd like to add Sendoso to and click 'Open'. We strongly recommend adding Sendoso to any contact or lead view within


Click on the 3 dots in the top right corner, then hit 'Edit layout & content'.


Now hit the plus sign on the left to Add View.


Go to 'Installed Apps' and look for Sendoso. Hit 'Add to item'.


That's it!

You're ready to start sending directly from! If you're already logged into Sendoso, the screen will load with your available campaigns (as seen below). If you're not logged in, the screen will prompt you to do so.


For additional training on the platform, we recommend checking out Sendoso University courses. These courses are designed to help you be as successful as possible using Sendoso.

For troubleshooting or answers to frequently asked questions, check out our Help Center. And, of course, should you run into any issues or if you have any questions, feel free to contact our Support Team!

Was this article helpful?

0 out of 0 found this helpful

Have feedback about this article? Click here to share your thoughts.