Attach Brandfolder Files to Salesforce Emails
Send sales collateral from Brandfolder to prospects using Salesforce mail and never leave Salesforce.
To get the Salesforce integration please contact Accounts@Brandfolder.com
1. In the 'Contacts' tab, select which contact you would like to reach out to.
2. Select 'Send Brandfolder Asset' in your contact record
3. Your Brandfolder will populate in Salesforce
4. Select which asset you would like to attach from Brandfolder
5. Select 'Embed' or 'Attach as a downloadable Asset'
TIP: Embed Asset is a link to the asset hosted in Brandfolder, whereas Attach as a Downloadable Asset will send the actual file like a standard attachment
6. Type the body of your email and send