How to install Ecquire


Updated 7/11/2017

Installing Ecquire is easy! First, Click this link to go to the Chrome Web Store.

Installing Ecquire

Connect to a CRM


Updated 7/11/2017

Connecting to CRMs

Where to capture contacts


Updated 7/11/2017

Ecquire can capture contacts from LinkedIn, Gmail, Twitter, Facebook, Angellist, Crunchbase and Hootsuite. Clicking the toggle will allow you to choose which sites Ecquire will scan data for import.

Capture contacts

*It's probably best to turn those toggles back on...

Types of data to capture


Updated 7/11/2017

Ecquire can capture the following pieces of data if it’s available on the current profile or message:

If you need help capturing this data, or think Ecquire should be capturing something more, just let us know by clicking the help beacon at the bottom right of this page!

Repete being nice

Integrated CRMS


Updated 7/11/2017

Currently, Ecquire is integrated with the following CRMs:

Salesforce, GoogleDocs, Pipedrive, Highrise, Mailchimp

How to import to a CRM


Updated 7/11/2017

Capturing data from a source and importing to your CRM is essentially the same for all sources and CRMS.

For more detailed instructions on how to capture and import data, view the articles for each CRM.

Capturing data

How to unlock Ecquire


Updated 7/14/2017

When using Ecquire for the first time, you might notice the grayed out button at the bottom to "Unlock Ecquire." This is essential to establishing your account.

Unlock Button

Ecquire relies on a keyless entry system. After clicking the "Unlock Ecquire" button, you might be prompted to enter your name and email. *You will then receive a link in your email to unlock Ecquire. You must click the link to finish the process. You should be all set to import after that.

Unlock Ecquire through email.

Add a user to your team


Updated 7/14/2017

Add user

When your new team member receives their activation link, they could use the link to install Ecquire.

If they already have Ecquire installed, the link will sync their extension to the new account. They can confirm the extension synced correctly by clicking the Licensing button in the Settings menu of the Ecquire drawer.

Add user

Upgrade a team member


Updated 7/14/2017

Add user

What is the Dashboard?


Updated 7/14/2017

The dashboard allows account owners and admins to manage and view their team. They can view user status, usage, send activation emails, add/remove or deactivate users.

The Dashboard.

There are a few ways to access your dashboard. You can log in through https://dashboard.ecquire.com/login

Dashboard login

You can also click Your Dashboard in your Ecquire drawer's settings screen.

Dashboard login

Email Aliases? What's that about?


Updated 7/17/2017

Email Aliases are used for capturing email messages or contacts from Gmail. In some cases, you might have your work email for Ecquire, but also respond to your contacts, through Gmail. You can add Gmail accounts you use in the Email Aliases section, which is accessed through the Settings screen of the Ecquire drawer.

However, this is not really necessary since Ecquire automatically detects your aliases.

Email Aliases

Enter your email and click Add.

Email Aliases

What are Email Finders?


Updated 7/17/2017

Email Finders generates an email guess based on data available on a LinkedIn profile.

Email finders

Currently, we are integrated with one email finder, Email Hunter (now called Hunter.io). You can toggle Email Hunter on or off through the Settings menu.

Email finders

When importing a profile from LinkedIn, Email Hunter checks for specific data on a profile, such as first and last name and current company. When all data is available, A guess will be generated in the drawer. Clicking the checkbox will populate it into the email field. You can also edit the field once it is populated

Email finders

We are currently working on some updates for this feature. If you wish to make suggestions, or are experiencing issues with this feature, please send us a bug report by clicking the "?" at the bottom right of the Ecquire drawer.

Score a free month of Ecquire


Updated 7/17/2017

Refer your friends and co-workers and receive a free month when they subscribe! In order for a referral to work you will need to be a paid subscriber of Ecquire.

From within the Ecquire drawer, click on the Settings icon. Then click on Get Ecquire Free. Enter the name of your referral. Ecquire will send an email invite to download the the extension.

Referral

The email your referral will receive:

Referral

When your referral purchases a subscription for Ecquire, your account will receive a credit for a free month.

Referral

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