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.
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 ave attachments with your emails including Google Drive Docs. Cirrus Insight will automatically track and display which emails you've logged to Salesforce.
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.
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
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.
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.
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.
Create Cases from Gmail
Never lose track of a support case again. Create, edit, manage, escalate and close cases right from Gmail.
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.
Salesforce Tasks Integration
Create, edit, assign, manage, and complete tasks without leaving your inbox.
Salesforce Templates Integration
Access your Salesforce templates, merge fields, edit and send them right from Gmail.
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.
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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