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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.

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Getting Started with Cirrus Insight

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

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Connect Cirrus Insight

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

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set-up-email-sync

Setup Email Sync

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

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set-up-calendar-sync

Setup Calendar Sync

Keep events in sync between Salesforce and your email calendar.

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overview-demo

Overview Demo

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

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How to use the Sidebar

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

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Mobile Walkthrough Videos

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

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tutorial-videos

Tutorial Videos

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

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Calendar Scheduling

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

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How to use Buyer Signals

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