The UpMail + Delphi integration enables users of both systems to seamlessly import data from a Delphi booking into an UpMail email or proposal template.
Here are the steps to import data from a Delphi booking into UpMail:
1. Login to Delphi, go into the booking, and select 'Send Proposal'.
2. For the first month of using the integration, you will be required to authenticate the third party setting.
3. From Delphi, you will be taken to your template library within the UpMail interface.
4. Select the template you'd like to use and you will be taken to the email composer with the data automatically populated.
The 'To' field will automatically populate with the main booking contact email address.
The Sales & Catering Booking fields within the email will automatically populate with data from the Delphi booking.
> Click here to learn more about the standard fields available from Delphi
Any Meetings & Events tables will populate with data from the booking.
Events Table
Guestrooms Table
Cost Summary Table
>Click here to learn more about the Meetings & Events Module
You will be able to edit the Delphi data once it's in UpMail, however, the data will not in turn be updated in Delphi.
Once you’ve created and sent off an email in UpMail using the integration, an activity will automatically be created under the contact within your Delphi account if you BCC your Salesforce email address.
> Click here to learn how to find your Salesforce BCC email address.