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Yesware: Calendar Sync & Summary Task Logging

Accurately sync data from inboxes and calendars into Salesforce.

Overview

Click “Get It Now” to install our bi-directional calendar sync and our custom fields for summary task logging. Bi-directional calendar sync keeps your meeting data up to date. Summary task logging captures all email engagement data at email task record. 

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See How Yesware: Calendar Sync & Summary Task Logging Works

  • Yesware’s core purpose is to empower humans to build lasting business relationships. Our sales enablement software acts as your co-pilot throughout your pre and post sales process.

  • We have developed this package, native within Salesforce, to accurately capture activity data across your team. This managed package is included with your Yesware Enterprise Plan licenses and completely FREE for you to install now.

  • If you experience any issues, contact support@yesware.com for immediate assistance. We look forward to working with you and supporting your growth in the years ahead.

Here are frequently asked questions below: WHY INSTALL THIS PACKAGE? We designed to provide you with bi-directional sync between your calendar and your Salesforce CRM, as well as the ability to capture email engagement (email opens, link clicks, attachment views, replies) in a consolidated view within the Activity History at the Lead, Contact, Account and Opportunity objects. HOW DO I SYNC ACTIVITY TO THE DASHBOARDS? Simply install Yesware at yesware.com/sign-up. Do this for yourself and your team of users. Yesware integrates with Gmail & O365.  In your Yesware preferences, you’ll need to connect your Salesforce account.

Categories

Business Needs
Sales
Marketing
Email & Calendar Sync
Industries
Communications
Financial Services
High Tech
Personas
Executive
Marketer
Sales Representative / Manager
Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Person Accounts
Supports Salesforce orgs that use Person Accounts.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
Salesforce Mobile
Supports Salesforce for iOS and Android.
No Limits
Lightning Ready
Person Accounts
Managed Package
Salesforce Mobile

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    by Yesware, Inc.
    Click “Get It Now” to install 4 free reporting dashboards by Yesware. Visualize email, call and calendar activity across your sales team. See how their activity leads to outcomes like meetings booked and closed-won revenue when you install this app.
    Dashboards & Reports