Cirrus Insight + Gmail

Cirrus Insight lets you create, manage and track your opportunities right from your Gmail inbox.

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Overview

Connect to Gmail

Integrate your Gmail account with Cirrus Insight to streamline your workflow and ensure vital customer activity is always captured. Effortlessly sync email data to and from Salesforce, enabling seamless collaboration and improved visibility for your team.

Complete Control Over Email Activity Data

Keep your customer information up to date. Automatically sync emails, calendar events, and attachments from Gmail directly into Salesforce, empowering your team with accurate activity data for smarter decision-making.

Consistent Experience Across Devices

Access the Cirrus Insight Sidebar in Gmail to create, track, and manage Salesforce records without leaving your inbox. Enjoy a unified experience on desktop and mobile, so you can stay productive wherever you work.

Features & Benefits

Inbox Sidebar

Create, manage, and track your opportunities right from your Outlook inbox.

Email Sync

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

Calendar Scheduling

Easily book meetings by sharing a single link. All calendar events automatically sync to Salesforce.

Seamlessly Integrate with Gmail

Cirrus Insight helps you get the most out of Gmail

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