It links to Gmail or Office 365, synchronizing everything to Salesforce.

Let's register messages and meetings in auto mode. Creation of emails based on Salesforce patterns.Ĭlick here to learn more.Ability to bring into step emails & calendar events with Salesforce by hand.Replacement of previous modules “Salesforce for Outlook” & “Lightning for Outlook”.This option helps track customer actions and operating on Salesforce deals exactly in Outlook. The Outlook email Salesforce integration is free. Preparation Steps: Best Salesforce Outlook Integration Products Outlook Integration So, what is Salesforce Outlook integration? Can Salesforce integrate with Outlook? How to add Salesforce to Outlook? All answers are in this article. And all this is about concentrating on the key aspects: sales and clients! Furthermore, it helps sales departments access and track significant Outlook emails and pertinent Salesforce records. By combining Outlook and Salesforce, it becomes possible to waste less time duplicating info and shifting between systems. What is Salesforce and Outlook integration, and why are we talking about it? First and foremost, this is about gaining time and raising efficiency and profitability.

If both Microsoft Outlook and Salesforce are crucial for your daily activity, you can force your performance by auto-data synchronization.

Salesforce for outlook plugin