We couldn't be more excited to be partnering with RingLead to bring Broadlook's email signature Contact Capture™ to Gmail! When we launched Cirrus Insight, the ability to quickly and easily create leads and contacts in Salesforce from within your Gmail inbox was a key selling point. Users no longer had to switch between tabs as they copied and pasted field after field to create a new record. Instead they were able to see the email signature as they created the record from inside Gmail. This made the entire process so much easier that creation of leads and contacts by Cirrus Insight users went through the roof. However, typing in the details was still a manual process.
Now with email signature Contact Capture™ we do it all for you automatically. When you choose to create a new lead or contact Cirrus Insight will scan the email, find the signature and parse the information in it. If we find contact information, Cirrus Insight will ask if you want to use that information when creating the contact. Choosing Yes will automatically load those values into the form. You don't have to do a thing, just review the information, add any additional details and hit save. It's that easy!
Disabling Contact Capture™:
If you don't want to use Contact Capture™ you can easily disable it. You can disable Contact Capture by simply checking the "Remember this choice" checkbox and clicking No or by navigating to the settings menu and choosing Signature Extraction. Then from the options drop down menu select Disable.
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