Welcome to Genesy 👋
This guide helps you with your first steps in Genesy.
Learn how to set up your account and kick-start your journey to smooth lead generation!
1️⃣ Configure your identities
2️⃣ Integrate with your CRM
If you have Hubspot, Salesforce, Pipedrive or Dynamics, connect it so you can keep data synced with Genesy.
Click on the button below to see the detailed configuration steps for each CRM
💡 Don't have any of those CRMs? -> Create a blocklist to prevent reaching out to your customers / competitors / current pipeline
3️⃣ [OPTIONAL]: Create a blocklist
The blocklist feature allows you to block contacts and companies, preventing them from being displayed in lists or engaged in campaigns
If you don't have a CRM integrated, we highly recommend you create a blocklist to avoid reaching out to existing customers / competitors / current pipeline.
4️⃣ Fill in your AI Context
In the AI Context, you can fill in the information related to your company so that the AI can generate relevant messages for your target
5️⃣ Understand Platform Limits
There are daily and monthly limits on platform usage.
Be sure to check them out before you start creating lists!
You have now completed your initial configuration! 🎉
Now you can start building your first list:
💬 Have any questions? Please reach out to our team via the chat bubble in the bottom right corner of the screen.