Save emails and attachments to the right records in Salesforce

You want to keep track of your email conversations with customers. But manual entry of emails into Salesforce is a waste of time. (You won’t use Salesforce if you feel like it’s a burden.)

Eliminate the tediousness by saving emails and attachments from Gmail or Outlook to Salesforce.

You can sync emails to Salesforce automatically in the background, or take more control by saving emails to Salesforce custom objects from Gmail or Outlook.

Here's a one-minute video tutorial on how to single-click save emails to Salesforce: