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Viably updates your CRM automatically.

CC Viably onto the reply you were already sending or add it on the calendar invite you were already booking.

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[email protected]
Cc
[email protected][email protected]
Subject

Re: Thirty seats, and help on Viably migration

Michael, good news on your enquiry this morning. The annual price is the same for 30 seats, and Supertype is happy to help with the migration.
JimSales, Athlead
On Thu, May 7 at 9:12 AM, Michael Scott <[email protected]> wrote:Hi Jim, we are looking at bringing the whole Scranton branch on to Viably, so 25-30 seats to start and likely more once corporate signs off. Does the annual price still apply, and could Supertype assist in migrating out of our existing hubspot setup?
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Michael Scott’s record
ReplyAttributed to Jim, who now owns the contact. Pam was copied and did not become one.
MeetingEntry added on 2 contacts. Move or cancel the meeting and Viably updates the entries accordingly.

Copy the address on a reply and the message lands on that customer’s timeline, attributed to you, while a colleague on your Cc stays a colleague. Add it as a guest on an invite and the meeting’s time, title and guests join the record too.

The habit problem

Every other CRM asks you to change how you work.

Browser plugins, standalone data entry, clipboard work, and post-call admin. When the sales team gets busy, record-keeping work is the first to go and CRM go stale.

  • Install this extension

    A plugin in one browser, on one machine, for one person on the team. It works on desktop only and has to clear IT's extension policy.

  • Routinely sync from Gmail

    Granting read access to everyone's Gmail is more invasive than the extension, and most IT teams would block it outright.

  • Log the call afterwards

    Someone records the meeting on each contact after every sales call. It's the least intrusive option and the easiest one to forget.

With Viably, your workspace claims one address, like [email protected], and it works just like a coworker's email. . You can can append optional brand names to the address, like [email protected] to tag an interaction medium.
One thing to remember, and one rule for extending it.

After you hit send

Viably does theheavylifting to route messages to the correct record and updates your CRM automatically.

Some CRMs make you forward a copy into a folder somebody has to sort later. Viably moves the CRM record automatically with no manual work.

Identity resolution

A colleague on the thread is never captured as a contact, so cc away freely. Viably checks the sender against addresses you verified, domains you claimed, and linked accounts.

Just CC Viably

Simply include Viably in the CC field and it will handle the rest, ensuring the message is logged appropriately without additional steps. Reschedule and cancellations are automatically tracked as well.

DMARC and Security

Viably has security measures to prevent forged messages and ambiguous sender identities, including DMARC checks and other industry-standard practices.

Across inboxes & medium

A lead who arrived through your website and was answered from Gmail a week later reads as one relationship. Viably's resolution system maintains a unified view across different touchpoints.

A workplace secretary
Reschedule and the entry follows, cancel and it is removed. Just like a personal secretary would handle it.
An automation engineer
Handles repetitive tasks and workflows automatically, whenever Viably is cc-ed on an email or calendar.

A contact enquires, somebody books a call with them, and in most CRMs those two facts never meet. The record shows a form submission going quiet at the exact moment the relationship was at its healthiest.

A Trustworthy Approach

Privacy-first and respectful.

Anything that reads mail or calendars is asking for a lot of trust, and Viably earns it by being strict in scope. Beyond the policy document, each of these is enforced in the code that writes the protocol.

  • Only what you CC

    Viably reads only the emails you CC it on. Everything else in your inbox, sent or received, stays private to you.

  • Only attendees you already track

    Viably records a meeting only for attendees who are already contacts. Meetings with colleagues and personal appointments are discarded.

1.
Every workspace (free or paid) gets a Viably unique address.
2.
CC Viably on your emails, calendars, or other surfaces.
3.
Viably performs housekeeping tasks in the background.

It works from anything that can put an address in a Cc or Recipient field.

That's Gmail, Outlook, Apple Mail, a third party Calendar app or other email clients. Viably mints one unique address for your workspace that can be used across all of them.

Read how the routing works
FAQ

Questions about the shared address

How is this different from a BCC-to-CRM address?
A BCC address is per user, so every person on the team has their own opaque string and a typo fails silently. This is one address for the whole workspace, which means it can be written on a wall, pasted into an onboarding doc, and read out loud. It also works on calendar invites, which a BCC address cannot, because an invitation is not an email your CRM can parse into a meeting.
Do my colleagues become contacts when I copy them?
No. Viably reads every recipient and works out which of them is outside your workspace, using the members you have linked, the addresses you have verified and the domains you have claimed. Your own people are never captured, and neither are your own Viably addresses. A message carrying no outside recipient at all is logged as internal and goes no further.
Does Viably read my mailbox or my calendar?
Not your mailbox, ever. There is no scanning and no read access to your mail, so the only messages Viably sees are the ones carrying the address. Calendars are opt in per member and off by default, and even then a meeting is recorded only when somebody already in your contacts is on it. The simplest route needs no calendar access at all: add the address as a guest and the invitation itself carries everything the record needs.
What happens when the meeting moves or gets cancelled?
The entry moves with it, and a cancelled meeting takes its entry away rather than leaving a struck-through row behind. The event is gone from the organiser's calendar too, so there is no second copy for a tombstone to stay faithful to. Anyone who declined is left off, since a meeting on a record is read as evidence that person was in the room.
Can somebody forge my address to write a fake message onto a record?
Not if your domain publishes a DMARC record. Viably checks the DMARC verdict on any message whose From claims one of your own addresses and refuses it outright when the check fails. A domain that publishes no DMARC record offers no evidence either way, which is itself the argument for publishing one.
Which address do replies go out from if we run several brands?
The one that conversation already runs through, so a customer who wrote to your support address is answered from your support address. Enquiries that arrive by form or webhook carry no address of their own, so you name the inbox they are answered from once, on that source. You can also override it for a single reply in the composer.
Do I need Slack for this?
No. The address, the contact record and the timeline are all dashboard surfaces and work on their own. Teams already in Slack additionally get the enquiry posted to a channel with a Reply button on it.
Read the full guideOne Address for Every Customer Record
Ready when you are

Use it once and the record is waiting for you.

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