What a connection does
A connected CRM does four jobs for you:- Campaign triggers. A CRM event — a job completed, a quote approved, a deal closed-won — queues a postcard campaign to the neighbors around that job’s address. You pick the event on each automation and can add filters, so only the work you want to advertise mails. See Automate campaigns from your CRM.
- Lead delivery back into your CRM. When someone scans a postcard and fills in the landing page form, Mailr pushes that lead into your CRM as a contact, customer or client. It’s on by default, matched by email so a resubmitted form never makes a duplicate, and tagged with a “Mailr” lead source wherever your CRM has one.
- Attribution. A new customer created in your CRM at an address Mailr mailed counts as a campaign result, even if they never scanned the QR code. You choose how long that credit lasts — 30 / 60 / 90 / 180 / 365 days after we mail their home. This is your attribution window. See Attribution.
- Revenue tracking. Revenue books at the sold moment — the quote, estimate or proposal approval — never at job completion. Each CRM has its own sold event, listed in its guide.
Where connections live
Open Campaigns → Automations in the Mailr app and find the CRM Connection section. The card is titled Connect your CRM:“Pick your CRM and we’ll walk you through setup — leads sync in, campaigns trigger from your jobs and deals, and revenue is tracked back to every mailer.”Each provider has a tile. Clicking a tile only opens its panel — nothing starts connecting until you press the Connect button inside the panel, so it’s safe to look around. Once connected, the tile reads Connected; if your credentials stop working it reads Needs reconnect. Only the organization owner can connect, reconnect or disconnect a CRM. Everyone else sees “Only the organization owner can connect [CRM].” After you connect, a three-step setup wizard opens by itself: Leads (where each landing-page field lands in your CRM), Job address (which address Mailr mails around) and Tracking (your attribution window, plus checkboxes for counting new customers and tracking revenue — both on by default).
Two things every connection does
Leads Mailr delivered can’t trigger more mail. Records Mailr itself created in your CRM never trigger postcards, never count as their own attribution, and are left out of imports of past records. A lead Mailr delivered can’t make Mailr mail that lead’s own neighborhood again.
All 14 connections
Tiles appear in this order in the app.
CallRail is call tracking, not a CRM. It doesn’t trigger campaigns. It connects the tracking numbers you already pay CallRail for so that phone calls from your postcards count as results alongside scans and form leads.
Hourly means a campaign can be queued up to an hour after the event. Automated campaigns use a design you’ve already approved and are reviewed by Mailr before anything mails — see Campaign statuses & timelines.
You can connect more than one CRM. Campaign triggers are chosen per automation, so you can trigger from one CRM and deliver leads into another.
Not on the list?
Zapier
ServiceTitan, Salesforce, Pipedrive and anything else with a Zapier connector — same triggers, lead sync and revenue tracking.
Custom integration
Have a developer? Your own systems can trigger campaigns and receive leads through the Mailr Developer API.
Embed widget
Put each scanner’s own house on your own landing page with one snippet.
Integration troubleshooting
Nothing triggering, revenue missing, or a tile asking you to reconnect.
Automate campaigns
Turn a connected CRM into standing rules that mail for you.