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Cirrus Insight + Outlook

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

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Overview

Connect to Outlook

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

Total Control Over Email Activity Data

Keep your customer information up to date. Automatically sync emails, calendar events, and attachments from Outlook directly into Salesforce, so your team can spend more time closing deals.

Multi-Device Experience

Access the Cirrus Insight Sidebar directly within Outlook to create, track, and manage Salesforce records without leaving your inbox. Enjoy a seamless experience on desktop and mobile, so you can stay productive even on the go.

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 Outlook

Cirrus Insight helps you get the most out of Outlook

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