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

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

Overview

✓ 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

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

  • Inbox to Salesforce, perfectly clean: Cirrus automatically logs emails, events, and tasks from Gmail and Outlook with admin-grade controls for capture, compliance, and mappings. Your Salesforce activity data stays accurate and audit-ready.

  • Pipeline that builds itself: Lead routing, intelligent matching, and stalled-opportunity revival keep calendars full and funnels fresh. Cirrus turns passive data into proactive demand.

  • Deals that don’t go dark: Buyer-committee mapping and real-time engagement signals keep stakeholders visible and engaged. Managers get the context to intervene before risks become losses.

  • Every meeting, a winner: Pre-meeting briefs, live coaching, and automated follow-ups help reps show up prepared and leave with next steps. Momentum carries from first touch to close—inside Salesforce.

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

Categories

Business Needs
Sales Productivity
Sales Intelligence
Email & Calendar Sync
Industries
Education
Financial Services
High Tech
Personas
Administrator
Business Operations Manager
Sales Representative / Manager
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

More from Cirrus Insight

  • Cirrus Insight for Gmail
    by Cirrus Insight
    ✔ Sync Gmail Emails and Events to Salesforce ✔ See Real-time Customer Intelligence from Salesforce ✔ From CRM Hygiene to AI-Orchestrated Selling ✔ Build Pipeline Automatically ✔ Manage Pipeline with No Gaps ✔ Win Every Meeting with Confidence
    Sales ProductivitySales Intelligence