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Asked by Varsha Last Modified
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Integrating your email platform with Salesforce enhances productivity by synchronizing communications, contacts, and calendars. Here are some top email integration solutions for Salesforce:
Salesforce Outlook Integration
This integration allows users to sync emails, contacts, and calendar events between Outlook and Salesforce. It enables viewing Salesforce data directly within Outlook and adding Outlook emails and attachments to Salesforce records. Note that Salesforce plans to sunset this integration in June 2024, after which similar capabilities will be available through Einstein Activity Capture.
Salesforce Gmail Integration
Salesforce Einstein Activity Capture
Einstein Activity Capture automatically captures and logs emails and calendar events from platforms like Gmail or Outlook directly into Salesforce, reducing manual data entry. It also provides insights and analytics to help manage customer relationships more effectively.
Cirrus Insight
Cirrus Insight integrates Salesforce with both Gmail and Outlook, allowing users to track emails, schedule meetings, set follow-ups, and manage Salesforce tasks directly from their inbox. It also offers features like email tracking, template usage, and attachment tracking.
Match My Email
This third-party solution automatically synchronizes emails and calendars with Salesforce. It integrates directly into Salesforce, ensuring that all email correspondence is accurately matched to the appropriate records.
Related Questions
Hi,
I am Subash, Working in L1 techincal support in an MNC.
I just wanna change my carrier path in salesforce by clearing sales certification. please recommend a SFDC course and best tutor.
Regards,
Subash M
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