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Advanced sync for Calendar, Contacts, Tasks, Email - Outlook, Office 365, Gmail

By Yoxel
Advanced sync for Calendar, Contacts, Tasks, Email - Outlook, Office 365, Gmail
Yoxel - 100% native Salesforce app
Add G Suite, MS Exchange, Office365 services
Set up calendar sync rules
Set up email sync rules
Set up contact sync rules
Set up task sync rules

$10 USD per user per month Yoxel offers three plans: Sync every 60/30/10 min Monthly plans per user: $10/$15/$20 Yearly plans per user (with 15% discount): $102/$153/$204 Yoxel offers discounts for teams of over 20 users. Contact us at sales@yoxel.com to find out more.

Discounts available for nonprofits

More plans available
$102 USD per user per year
$15 USD per user per month
$153 USD per user per year
$20 USD per user per month
$204 USD per user per year

Rating

(34)

Listed On

5/24/2013

Latest Release

3/22/2018

CATEGORIES

Integration
Be prepared when selling on the go.

✓ Sync calendar, contacts, tasks bi-directionally across all devices##✓ Sync meetings, group events, attendees##✓ "True" recurring event syncing##✓ Log emails automatically##✓ Team configuration templates##✓ 100% native Salesforce UI##✓ 30-day free trial
  • Seamlessly keep all your meetings, contacts, tasks in sync regardless of whether you’re working in Outlook, Salesforce, or on a mobile device.
  • Make updates wherever it’s most convenient for you: iPhone, iPad, Android, etc. All updates are analyzed for similarity to prevent duplicates.
  • Know who is calling you - your Salesforce contacts are synced to your phone’s address book so that when you get a call the caller’s contact details are shown.
✓ Yoxel's advanced bi-directional calendar syncing supports “true” recurring event and meeting syncing. Meetings can get associated with the right CRM records (leads, contacts, opportunities) automatically. The sync allows users to update series in Outlook and Salesforce. ####✓ Yoxel's contact sync can sync leads and/or contacts. It runs similarity analysis in every sync cycle to prevent creation of duplicate records. The sync is customizable and can sync additional email/phone/address fields, map to non-standard Salesforce fields, set default field values automatically, sync tags.####✓ Yoxel automatically scans user mailboxes to discover and keep track of ongoing conversations with clients. All logged emails are organized by their original email threads under the ‘Conversations’ tab in Salesforce.####✓ 100% native Salesforce UI - manage your automatic sync configurations right from Salesforce.####✓ Configuration templates - simplify sync deployment to large teams.####✓ Available sync frequencies - hourly, every 30 min, every 10 min

Highlights

  • Optimized for Lightning ExperienceLightning Ready
  • Compatible with Professional, Enterprise, Unlimited, and Performance EditionsProfessional & Up
  • Apps, tabs, and objects in this package don't count against org limitsNo Limits

Contents of managed packages don't count against your org's app, tab, and object limits. Contents of unmanaged packages count against these limits, so check your org before installing.Package Contents

  • Custom Objects: 7
  • Custom Applications: 0
  • Custom Tabs: 2

Lightning components are building blocks for Salesforce apps. Use global components to build custom apps with tools like Lightning App Builder and Community Builder.Lightning Components

  • Global: 0
  • App Builder: 0
  • Community Builder: 0

Requirements

Salesforce Edition
Professional, Enterprise, Unlimited, Performance
Other System Requirements
No additional system requirements

Support Support is provided during business hours (8am–6pm PST).

(415) 839-9949

Additional Information

Package Name
Yoxel Sync
Version
Spring 2018 / 2.69.0
First Release
5/24/2013
Latest Release
3/22/2018
Languages
English
Yoxel
Los Gatos
Founded
2012
Phone
4158399949

Yoxel provides smart mailbox integration solutions for Salesforce CRM.

Customers Also Installed

$10 USD per user per month Yoxel offers three plans: Sync every 60/30/10 min Monthly plans per user: $10/$15/$20 Yearly plans per user (with 15% discount): $102/$153/$204 Yoxel offers discounts for teams of over 20 users. Contact us at sales@yoxel.com to find out more.

Discounts available for nonprofits