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Outlook and Salesforce Integration by Ebsta

Track Email Opens, Sync Emails & Calendars with Outlook

Overview

  • The Power of Salesforce in your Outlook Inbox Seamlessly integrate Outlook with Salesforce, and update records on the go. It also automatically cross-references Salesforce to show you related customer records as you browse through your Inbox.

  • Take the Power of Salesforce anywhere Enrich Salesforce records with the most up-to-date contact information and capture a 360° view of activity with every customer.

  • #1 Rated App Join over 20,000 Salesforce users. We're proud to be voted the #1 rated integration for Salesforce on the AppExchange, G2 Crowd and Capterra.

Ebsta's helps thousands of Salesforce users to seamlessly integrate Outlook and Salesforce. ✓ View, edit and update Salesforce records from Outlook ✓Automatically sync emails and meetings ✓Real-time email open and click tracking ✓Access to Salesforce templates ✓Enrol prospects into personalized cadences Ebsta enables users to automatically sync emails and calendars to Salesforce. It's easily configurable and supports Contacts, Leads, Accounts, Opportunities and Custom Objects. You will now have insight in to what happens after you send an email, so you can see whether the recipient ever opened the email or clicked on any links. Ebsta's Outlook and Salesforce calendar sync syncs events within 5 minutes and supports multiple calendars, time-zones, meeting updates, recurring events and deleted events out-of-the box. It's also jam-packed with productivity features to supercharge Outlook - including personalised cadences and access to Salesforce templates.

Categories

Business Needs
Email & Calendar Sync

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    ✔ Capture data from any website ✔ Reference and update existing records with minimum effort ✔ Manage tasks and Chatter ✔ Increase Salesforce adoption ✔ Generate more leads ✔ Close more deals ✔ Install for free
  • ✓ Understand why your forecast is changing and spot risks ✓ Identify risk in your pipeline and design proactive sales plays to close more deals, faster ✓ Build stronger relationships throughout the customer lifecycle
  • ✔ Sync email and attachments to any Salesforce record ✔ Two-way sync between Salesforce and Google Calendar ✔ Salesforce email templates in Gmail ✔ Unlimited email tracking ✔ Gmail send later ✔ Email sequencing ✔ Personal meeting scheduler page