Salesforce Perfectly Integrated with Your Inbox

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Cirrus Insight for Gmail and Google Apps

Most of your work gets done in your Gmail inbox. It’s where you interact with current and potential customers, schedule meetings, send over contract proposals, and much more.

With Cirrus Insight, we bring the power to view, add, update, and edit Salesforce information where you work - the inbox!

Free 14-Day Trial, No Credit Card Required

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Automatically View Contextual Salesforce Information in Your Inbox

Instantly know who you’re talking with and the status of your customer relationship. As you open an email you'll immediately see a snapshot summary of the sender's records in Salesforce, including a summary of open and closed Opportunities and Cases.

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Save Emails & Attachments to Salesforce
with a Click

Automatically relate emails to contact and account records or use specify exactly how you want the email to relate in Salesforce, even to custom fields and objects. You can also have attachments with your emails including Google Drive Docs. Cirrus Insight will automatically track and display which emails you've logged to Salesforce.

Email Tracking

One Click Email Tracking

Know who opens your emails, when and where in the world. Tracking your one-to-one emails lets you see how your customers and prospects are responding to your messages. See when, where and on what device they read your emails, at no additional charge, with Cirrus Insight.

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Effortlessly Sync Your Google & Salesforce Calendars

Now you and your team can automatically keep track of who you’ve met with. With Cirrus Insight all of your events are synced between Salesforce and Google. We're also the only solution that relates events to attendees' records in Salesforce. Not only do you have a record of your meetings but they are related to the people you've invited to them as well.

Schedule Emails to Send Later

Schedule Emails to Send Later

Thanks to Send Later, you can write emails and schedule them to go out at the desired time. Working on emails at 10 p.m. at night, and have them send out at 8 a.m. the next day. Want to crank out some email responses on a Sunday afternoon and have them send early Monday morning? No problem.

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Add leads and contacts to Salesforce

Cirrus Insight automatically scans the email signature to extract contact information and prefill lead and contact forms. Simply review the information and hit save.


Sync your Salesforce Contacts with Google Apps

Users can specify groups of contacts in Salesforce to sync to Google. Then, Contacts synced from Salesforce will be organized according to the groups you’ve defined.

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Create & Edit Salesforce Records

Create new records in Salesforce as they come into your inbox and manage Salesforce right from Gmail with inline editing of existing records.

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Create Cases from Gmail

Never lose track of a support case again. Create, edit, manage, escalate and close cases right from Gmail.

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Add Google Contacts to Salesforce

Easily identify if your Google Contacts are in Salesforce and create new Leads and Contacts right from your Google Contacts page.

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Salesforce Tasks Integration

Create, edit, assign, manage, and complete tasks without leaving your inbox.

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Salesforce Templates Integration

Access your Salesforce templates, merge fields, edit and send them right from Gmail.

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Custom Buttons Inside Gmail

Access and trigger your custom buttons from your inbox. Automatically generate proposals and documents and trigger workflow rules with the click of a button.


Cirrus Insight for Google Calendar

Working in conjunction with Cirrus Insight’s calendar sync, users can manage their Salesforce and Google calendars in one place.

Cirrus Insight Connects with Your Favorite Salesforce Apps

Cirrus Insight automatically supports the most popular apps on the Salesforce AppExchange, giving you access to the custom fields, related lists and custom buttons these apps create on your lead and contact records in Salesforce.

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Maximize Your Salesforce Adoption with Cirrus Analytics

Included with each platform, Cirrus Analytics is a free package that provides users, managers and admins with reports and dashboards showing usage and adoption of Cirrus Insight.

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Easily Manage Your Account with the Dashboard

With the Cirrus Insight Dashboard you can quickly and easily manage user licenses, configure preferences, and update billing information all in one place.

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Cirrus Insight and Cirrus Files - "Better Together"

When using Cirrus Insight to log an email to a Salesforce record, and that email has an attachment, the attachment will automatically move or copy into the appropriate Cirrus Files record folder in Google Drive.

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