Knowledge Base

Individual Users

What Sidebar features are only available when composing an email?
When composing an email, the Sidebar will automatically show the compose-specific features Email Options (track emails/clicks), Templates, and List Send.
How do I use Signature Capture?
When creating a contact or lead, Signature Capture will automatically scan an email signature to pre-fill important fields like name, email address, and phone number.
How do I sign in to the Sidebar? | Outlook
After you install Cirrus Insight for Outlook, sign in to the Sidebar in your inbox to start filing emails to Salesforce, creating records, and much more.
How do I sign in to the Sidebar? | Gmail
After you install Cirrus Insight for Gmail, sign in to the Sidebar in your inbox to start filing emails to Salesforce, creating records, and much more.
How do I uninstall Cirrus Insight for Outlook in Office 365
To uninstall the Cirrus Insight sales productivity app from your Gmail account, follow these steps in Chrome.
How do I uninstall Cirrus Insight for Gmail or Chrome?
To uninstall the Cirrus Insight sales productivity app from your Gmail account, follow these steps in Chrome.
How do I uninstall Cirrus Insight?
To uninstall the Cirrus Insight sales productivity app from your Gmail account, Chrome and or your Office 365 Outlook follow the instructions on this page.
How do I install Cirrus Insight for Gmail?
Create, edit and manage your Salesforce records from Gmail using the Cirrus Insight Chrome extension. Learn about the four easy steps to installing the extension.
How do I use List Send for mass emailing?
How To Send Email Templates To a list using Cirrus Insight Email List Send?
Video - Log a Call in Salesforce using the Cirrus Insight Sidebar
Logging a call is important for recording your data. Learn how to log a call in Salesforce using the Cirrus Insight Sidebar in this informative video.
Video - Create a Salesforce Task with the Cirrus Insight Sidebar
Better optimize your business' processes. Learn how to create a Salesforce task using the Cirrus Insight Sidebar in this informative video.
Video - Save an Email Attachment to Salesforce
Better optimize your business' processes. Learn how to save an email attachment to Salesforce using the Cirrus Insight Sidebar in this informative video.
Video - Create an Event in Salesforce using the Cirrus Insight Sidebar
Better optimize your business' processes. Learn how to create an event in Salesforce using the Cirrus Insight Sidebar.
Video - Add or Edit a Salesforce Record from the Cirrus Insight Sidebar
Better optimize your business' processes. Learn how to edit a Salesforce record from the Cirrus Insight Sidebar.
Video - Filing an Email Using the Cirrus Insight Sidebar
Better optimize your business' processes. Learn how to file an email using the Cirrus Insight Sidebar.
Video - Adding A Salesforce Contact using Cirrus Insight
Better optimize your business' processes. Learn how to add a Salesforce contact using the Cirrus Insight Sidebar.
Introduction to Buyer Signals
Don't let your sales team fall behind. Learn how Cirrus Insight can implement buyer signals into your sales teams for better performance.
Cirrus Insight Calendar Sync - Between Email and Salesforce
Keeping your calendar organized and synced is important. Cirrus Insight has you covered. Learn how Sync’s calendar sync provides the ability to bi-directionally sync calendar events between email and Sales
Cirrus Insight 2020 Task Sync - Between Email and Salesforce
Keeping your tasks organized and synced is important. Cirrus Insight has you covered. Learn how Sync’s task sync provides the ability to bi-directionally sync tasks between email and Salesforce task lists.
Cirrus Insight Email Sync - from Inbox to Salesforce
Keeping your emails organized and synced is important. Cirrus Insight has you covered. Learn how Cirrus Insight’s email sync provides the ability to sync emails from your email account to Salesforce
Cirrus Insight 2020 How Can I Disconnect and Reconnect my Inbox Sidebar
Learn how to disconnect and reconnect your Cirrus Insight Sidebar to your inbox to ensure you're staying on top of your game.
Cirrus Insight 2020 How Do I Create a Salesforce Lead or Contact?
Tracking your leads and contacts are important. Learn how Cirrus Insight can help you create a Salesforce lear or contact.
Cirrus Insight 2020 How do I Create a Salesforce Contact and Account with Cirrus Insight?
Add a contact in Salesforce in order to save emails or other event records. Contacts must be associated with Accounts, so if necessary, both can be added in one step with Cirrus Insight.
Cirrus Insight 2020 File an Email and Attachments to Salesforce
Learn how Zynbit 2020 can help you file an email and attachments to your Salesforce account for your business.
Cirrus Insight 2020 Search Salesforce while in Email
There are occasions where an email is received that causes action to be needed for a person or entity who is not included in the email. Learn how Cirrus Insight accommodates this through a versatile search fu
Cirrus Insight 2020 How do I Edit Salesforce Information Using Cirrus Insight?
There are occasions where you need to edit information in Salesforce. Learn how Cirrus Insight allows users to edit Salesforce Information with the Cirrus Insight Sidebar.
I'm Trying to Set Up Sync But I Don't Have an Exchange Server or Office 365
The Zynbit Knowledge Base is your go to spot for any questions/tips surrounding Zynbit. Learn more about setting up sync.
How to Scan A Business Card Using Cirrus Insight Mobile.
The Zynbit Knowledge Base is your go to spot for any questions/tips surrounding Zynbit. Learn how to scan a business card using Cirrus Insight Mobile.
Cirrus Insight Mobile - Installation and Basic Use
The Zynbit Knowledge Base is your go to spot for any questions/tips surrounding Zynbit. Learn more about how to install Cirrus Insight Mobile and some of its basic features.
Introduction to Cirrus Insight Calendar Scheduling - A Scheduling Assistant for Your Inbox
The Cirrus Insight Knowledge Base is your go to spot for any questions/tips surrounding Cirrus Insight. Learn how Cirrus Insight Calendar Scheduling acts as a scheduling assistant in your Cirrus Insight inbox.
How do I install Cirrus Insight for Outlook?
To start using Cirrus Insight for Outlook on PC or Mac, install the Cirrus Insight Office Add-in.
How to Sync Tasks Between Salesforce and The Email Inbox
The Cirrus Insight Knowledge Base is your go to spot for any questions/tips surrounding Cirrus Insight. Learn how to sync tasks between Salesforce and your email inbox.