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Manage your customer and pipeline data directly from your email inbox.
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Sync 100% of your meetings, tasks, and emails directly to your CRM – no manual data entry required.
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Use high-performing templates and Salesforce merge fields to send personalized emails at scale.
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Know what happens to your attachments after you hit send.
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Instantly route leads to the right team member's calendar using customizable workflow logic.
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Share your calendar, automate scheduling, and book more meetings – synced directly to Salesforce.
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KNOWLEDGE BASE 2019
I am using Cirrus Insight 2019 today.
Cirrus Insight 2019
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Sales Automation Tools | Cirrus Insight
by Kristi Campbell
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Email Sync (2)
Why was I notified about a problem with my Calendar or Email Sync?
Cirrus Insight will send daily emails with specific steps to fix the Calendar or Email Syncissue until you take action to resolve it.
For Admins: How can I use Google Organizational Units to set up Admin-Managed Sync?
To only provide certain users with access to Cirrus Insight Cloud App, your G-Suite admin can designate which Organizational Units should have access.
How do I authorize my Google account when Email Sync encounters a problem?
If you received a 'Cirrus Insight Email Sync Problem' email, you'll need to grant authorization to your email account.
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