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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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Smart Scheduler
Instantly route leads to the right team member's calendar using customizable workflow logic.
Calendar Scheduling
Share your calendar, automate scheduling, and book more meetings – synced directly to Salesforce.
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Track, capture, and view all customer touchpoints, including email opens, link clicks, and replies.
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Integrate with the tools you already to experience enhanced workflows and productivity.
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Automate prospect and customer research to ensure you are prepared to drive better outcomes.
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KNOWLEDGE BASE 2024
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KNOWLEDGE BASE 2019
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Cirrus Insight 2019
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Sales Automation Tools | Cirrus Insight
by Kristi Campbell
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MASTERING CIRRUS INSIGHT
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How can I test Calendar Sync for Gmail in my Sandbox?
Our recommendation is to test Calendar Sync in a Salesforce Developer org.
How to Stop Gmail from Asking for Login?
If you're continually prompted to sign into Cirrus Insight, adjust your cookies settings in Chrome.
How do I clear my Gmail local storage in Chrome?
Learn how to clear your Gmail local storage in Chrome if Cirrus Insight fails to load or continually prompts you to sign in.
What can I do if Cirrus Insight disappears from my inbox?
Learn how to troubleshoot Cirrus Insight not appearing in your Gmail inbox.
How do I Refresh Cirrus Insight?
Learn how to refresh Cirrus Insight in 3 quick clicks.
How do I clear my cache and cookies in Chrome?
Follow these 3 quick steps to clear the cache in your Chrome browser to refresh your browsing data.
How do I update to the most recent version of Cirrus Insight?
Updates are pushed out to you. Only a refresh of Cirrus Insight is needed.
Why did an error prevent me from signing in with my Salesforce account?
If you tried to sign into Cirrus Insight using your Salesforce credentials but received an unknown_error, then your Salesforce organization may have settings or restrictions that need to be adjusted.
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