Email Sync for Gmail

You thought saving emails to Salesforce from the inbox by clicking a box was easy? We make it even simpler. With Email Sync, you’ll never have to manually add emails to Salesforce again. No more clicking the ‘Add to Salesforce’ button. 

Everything happens in the background, and each and every email you send will be logged to the appropriate lead or contact record in Salesforce. All you need to do is turn it on, and then sit back and know with confidence that everything you need will be in Salesforce.

Email sync is a cloud service. What does that mean? Cirrus Insight syncs your emails from the Google  server to Salesforce, so it doesn’t matter what browser, client, or device you’re using. The servers talk directly. If you use Gmail or Exchange as your email server, Cirrus Insight can automatically sync your emails to Salesforce.

 

More Gmail Tutorials