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Outlook, Gmail - Calendar & Email Sync, Sidebar, AI Meeting Prep & Transcription

By Cirrus Insight

From CRM Hygiene to AI-Orchestrated Selling—Built for Salesforce.

Starting at $14   USD/user/month

Discounts available for nonprofits

Industries
Education
Financial Services
High Tech
Business Need
Sales Productivity
Sales Intelligence
Email & Calendar Sync
Requires
Sales Cloud
Compatible With
Experience Cloud
Financial Services Cloud
Education Cloud

✓ Salesforce for Your Inbox Email Integration ✓ Sync Email, Calendar, & Tasks ✓ Calendar Scheduling & Lead Routing ✓ Email Tracking for Opens & Clicks ✓ AI Pre-Meeting Prep & Transcription ✓ Supports All Salesforce Editions & Clouds ✓ 14 Day Free Trial

Compatibility

Requires
This solution requires these products in order to work. Before you implement the solution, check that you have these products.
Sales Cloud
Compatible With
This solution is tested to work with and extends the value of these products, but doesn't require them.
Experience Cloud
Financial Services Cloud
Education Cloud
Salesforce Editions
Professional
Enterprise
Unlimited
Developer
Essentials
Additional Requirements
Outlook for Windows 2007, 2010, 2013, and 2016 Outlook Web Access Outlook for Mac: 2015 and above Gmail Extension: Chrome ZynSync Supports: Office 365 and Gmail

App Details

Listed On
04/28/2015
Supported Features
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Person Accounts
Supports Salesforce orgs that use Person Accounts.
Sales Programs
Supports Sales Programs, which provides sales teams with AI-powered coaching, actionable insights, and automated program delivery. Learn More
Lightning Ready
Person Accounts
Sales Programs
Languages
English

Security

This solution is a Non-SFDC Application as defined in Salesforce’s Main Services Agreement. Notwithstanding these Security Requirements or any security review of a Partner Application, Salesforce makes no guarantees about the quality or security of this solution. You’re responsible for evaluating this solution’s quality, security, and functionality.
Last Reviewed Date
The most recent date that this solution underwent the AppExchange Security Review. Undergoing the Security Review doesn’t guarantee a solution’s security.
02/09/2015

Additional Details

Cirrus Insight is the seller-led, AI-orchestrated Sales Operating System that runs natively alongside Salesforce. For over a decade, we’ve captured and cleaned the relationship history you depends on; automatically logging emails, calendar events, and tasks from Outlook and Gmail straight into Salesforce, across one or many orgs. The result is trustworthy data that powers real pipeline growth, tighter deal management, and forecasts you can stand behind. Inside the inbox, reps get scheduling, meeting prep briefs, live coaching, and automated follow-ups that keep momentum high. Inside Salesforce, admins and leaders get pristine activity data, configurable capture policies, and native reporting that surfaces what truly drives wins. Cirrus turns everyday GTM activity into a clean, continuous signal, so your Salesforce instance becomes the engine of your revenue, not just a system of record. Cirrus Insight supports all editions of Salesforce including Unlimited, Enterprise, Professional, Group, Contact Manager, and Developer. Cirrus Insight supports Gmail; Outlook 2010, 2013, 2016; Office 365; iOS; Android; and Citrix. Compare to: Revenue Grid Match My Email Gong Chili Piper

Need help?

Cirrus Insight

Irvine, CA

Phone Support and additional integration services are available for customers.

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