2019 Knowledgebase
Email Sync
How to Re-Authorize for Gmail | Cirrus Insight
Follow these steps to re-authorize your Google Gmail account and allow access for Cirrus Insight to run Calendar Sync, Email Sync, and Contact Sync.
For Admins: How can I prevent emails or events from certain domains from syncing?
As a Cirrus Insight Admin, you can adjust your Organization Settings so that emails or events from certain domains will be skipped from syncing.
For Admins: How can I add emails to Salesforce Lightning as Email Messages?
Learn how to add emails to Salesforce Lightning as Email Messages using Cirrus Insight.
For Admins: How do I enable Admin-Managed Sync?
With Admin-Managed Sync , Cirrus Insight administrators can centrally manage their users' Email and Calendar Sync processes and settings.
How do I add an email to Salesforce when it has multiple contacts/recipients?
You can simultaneously relate an email to multiple contacts by enabling Shared Activities in Salesforce.
For Admins: How do I edit searchable email fields?
If your Salesforce organization has more than one email address field on the contact or lead object, Cirrus Insight search results can vary.
For Admins: How do I customize the Add to Salesforce fields/layout?
As a Cirrus Insight Admin, you can customize the fields your users have access to when they use the Add to Salesforce feature.
How do I select Signature Extraction options?
Find out how to quickly choose the Signature Extraction option you desire.
How to Enable and Use Email Sync in Gmail
Learn how to utilize the Email Sync feature to automatically log your emails from Gmail into Salesforce.
How do I create a Lead or Contact?
Learn how to easily create a Lead or Contact.
