Outlook and Gmail Integration for Email and Calendar - Revenue Grid
Sync Every Interaction, Strengthen Every Customer Record
Overview
Capture customer activity in Salesforce automatically, with full control. ✅ Configurable mapping ✅ Unlimited retention ✅ Flexible deployment ✅ Smart scheduling & Sidebar ✅ Enterprise-grade security
See How Outlook and Gmail Integration for Email and Calendar - Revenue Grid Works
Salesforce Activity Capture, Clean and Complete Automatically capture emails, meetings, contacts, tasks, and attachments with configurable rules, duplicate prevention, and flexible mappings. Keep Salesforce data accurate and reporting-ready.
Inbox to Meeting, Without the Back-and-Forth Work with Salesforce directly from Outlook or Gmail, share available time slots, and simplify booking with real-time calendar availability. Less switching, fewer scheduling conflicts, faster follow-up.
Enterprise Control, Without Compromise Deploy in the cloud, private cloud, or on-premises with enterprise-grade security and compliance, while keeping full control over how data is synced, stored, and managed.
Revenue Grid is an enterprise-grade, Salesforce-native platform with one of the most robust Salesforce integrations on the market. It connects Salesforce with Outlook and Gmail, automatically syncing emails, meetings, contacts, tasks, and attachments while supporting complex Salesforce setups, custom objects, configurable mappings, duplicate prevention, and flexible deployment. Users can work with Salesforce directly from their inbox, while admins get the control needed to keep CRM data accurate, complete, and reporting-ready. Beyond activity capture, Revenue Grid turns Salesforce data into a trusted context foundation, surfacing signals, risks, opportunities, and next best actions grounded in real customer interactions. The result is less time spent chasing data and more time building relationships with faster follow-up, stronger engagement, more complete customer context, and AI your team doesn’t have to second-guess.
Categories
- Business Needs
- SalesProductivity
- Industries
- Horizontal ProductFinancial ServicesHealthcare & Life Sciences
- Personas
- AdministratorBusiness Operations ManagerSales Representative / Manager
- FeaturesLightning ReadyOptimized for Salesforce orgs that use Lightning Ready.Multiple CurrenciesSupports Salesforce orgs that use Multiple Currencies.Person AccountsSupports Salesforce orgs that use Person Accounts.Salesforce ShieldSupports Salesforce orgs that use Shield.Lightning App BuilderReady to use in the Salesforce Lightning App Builder.Salesforce MobileSupports Salesforce for iOS and Android.
- Lightning ReadyMultiple CurrenciesPerson AccountsSalesforce ShieldLightning App BuilderSalesforce Mobile