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Salesforce-sync2

Sync your Calendar
to Salesforce.

Cirrus Insight removes data entry to sync all of your emails, calendar events, and tasks directly to Salesforce standard and custom objects for standard reporting. 

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Your sales activity data. Always accurate. Always up-to-date.

Activities are captured directly in Salesforce for standard reporting. 

Cirrus Insight monitors your inbox and automatically syncs emails to the appropriate contact or lead in Salesforce. With Calendar sync, team members’ schedules are automatically synced to and from Salesforce, allowing managers convenient access to their organization’s calendars. Sales teams will never open Salesforce again and key meeting events, customer emails, and tasks will be readily available in Salesforce.

65%

of sales reps time is spent on non-selling tasks

40%

of sale activity updates are ever entered into the CRM

2.6x

Data-driven companies are 2.6x more likely to have a higher ROI

Email Sync

Keep customer data up to date. All customer email communication and important attachments sync directly to Salesforce, readily available for activity reporting.

Calendar Sync

Bi-directional sync for Calendar events including recurring events, historical record sync, custom sync windows, and more.

Task Sync

Never miss an important follow up. Tasks and workflow are automatically synced to Salesforce.

Cirrus-Insight-Salesforce-Gmail-Outlook-Integrations

Zero data entry. Free your sales team from Salesforce.

Cirrus Insight syncs emails, tasks, and calendars directly to Salesforce. Removing the need for manual entry, our sync solution automatically enters all email and calendar activity, as well as sales activities and extensive customer engagement data.

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Complete-data-means-better-conversations

Complete data means better conversations between managers and their teams.

Capturing, recording, and storing sales activity directly into Salesforce, Cirrus Insight provides managers with all necessary data needed for accurate forecasts - all while freeing teams from CRM friction.

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designed-for-every-organization@2x

Designed for every organization, every inbox, every edition of Salesforce.

With over 3,000 accounts and 10 years of experience, Cirrus Insight understands no two organizations are the same. Developed with flexible tools capable of adapting to any company’s needs, our flagship product provides thoughtful solutions to solve even the most complex workflows - no matter how sophisticated the environment. Connect one or many instances of Salesforce to one or many email services all through one powerful Salesforce sync tool that is flexible enough to provide the controls you need so all the activity data you require is synced to and from Salesforce while leaving out the data you don’t and making it easy to set up the sync options based on how your organization operates.
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opportunity

Deliver an excellent customer experience to everyone.

Ensure there are no gaps in activity or communication with key accounts. Cirrus Insight captures up-to-date information on account coverage the entire organization in order to provide a 360-degree view of the customer.

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Michelle Clark
“This is a brilliant time-saving app, with the functionality we were looking for. It works perfectly to synchronize everything between Outlook and Salesforce, so we no longer need to copy and paste each email as we used to do!”
Michelle Clark

Sync saves time and eliminates data entry problems.

See for yourself.

Deliver on growth.

No CC Required
Try for free

Be a High Performing Organization.

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Frequently Asked Questions

What information can you sync from my email and calendar?

Cirrus Insight syncs emails, email attachments, calendar events with invitees, and tasks to and from Salesforce.

How do I start using the Cirrus Insight?
Can I use Sync only?
Do you support my edition of Salesforce?
Can Cirrus Insight Sync to related Salesforce Records?
Does Cirrus Insight sync activities directly into Salesforce for standard and advanced reporting?
Is Cirrus Insight secure?

Cirrus Insight frees teams from CRM friction and wasted opportunities.

Salesforce Sidebar

Bring your customer and pipeline data to your email inbox.

Calendar Scheduling

Share your calendar, book more meetings, and automatically add them in Salesforce.

Salesforce Sync

Sync 100% of your meetings, tasks, and emails - no manual data entry.

Analytics

Collect sales activity and turn it into actionable insights to increase sales.

Attachment Tracking

Know what happens to your attachments after you hit send.

Buyer Signals

See who opens your emails, link clicks and which web pages they visit for timely, focused follow up.

Sales Cadence

Multi-touch outreach with a sequence of emails, phone calls, and follow ups.

Email Blast

Communicate with prospects and customers at scale.

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