Get the App, Get the Sidebar, & Get Your Trial Going Here

Welcome , let's get you free from CRM friction!

This resource page has been carefully curated based on our support of over 100,000 Salesforce users that have tried Cirrus Insight over the last 10 years.

getting-started-with-cirrus-insight

Getting Started with Cirrus Insight

The quick way to create a user and start increasing conversion rates.

Select for
connect-cirrus-insight

Connect Cirrus Insight

Follow the steps to connect your Salesforce and Email accounts with Cirrus Insight.

Select for
set-up-email-sync

Setup Email Sync

Set up rules, filters, and enhancements to customize which emails should be synced. 

Select for
set-up-calendar-sync

Setup Calendar Sync

Keep events in sync between Salesforce and your email calendar.

Select for
overview-demo

Overview Demo

Watch a recorded live overview demo of Cirrus Insight for Gmail or Outlook. 

Select for
how-to-use-the-cirrus-insight-sidebar

How to use the Sidebar

Learn how to complete common Salesforce actions directly from the inbox.

Select for
mobile-walkthrough-videos

Mobile Walkthrough Videos

Access walkthrough videos on how to use Cirrus Insight on mobile for both Gmail and Outlook. 

Select for
tutorial-videos

Tutorial Videos

Access a library of tutorial videos on how to configure sync, how to setup calendar scheduling, and more. 

calendar-scheduling

Calendar Scheduling

Book more meetings by setting up personal scheduling pages with customized meeting types. 

buyer-signals

How to use Buyer Signals

Use Buyer Signals to see when contacts have opened an email, clicked a link or visited your website. 

Conversion Pixel Image
snapengage-temp-btn-img