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Salesforce Sidebar
Manage your customer and pipeline data directly from your email inbox
Salesforce Sync
Sync 100% of your meetings, tasks, and emails directly to your CRM – no more manual data entry required
Email Templates
Send personalized emails using a library of high-performing Salesforce templates
List/CC Send
Leverage Salesforce list views to send mass emails to your contacts or leads – up to 500 recipients
SALES ACCELERATION
Calendar Scheduling
Share your calendar, automate scheduling, and book more meetings – synced directly to Salesforce *Now with Team Scheduling!
Buyer Signals
Track, capture, and view all customer touchpoints, including email opens, link clicks, and more
Inbox Sidebar
View Salesforce, your email, and your calendars all from the same place: your inbox
Attachment Tracking
Know what happens to your attachments after you hit send
Email Blast
Use high-performing templates and Salesforce merge fields to send personalized emails at scale
Sales Cadences
Create pre-scheduled sales sequences to effectively nurture your prospects and clients
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KNOWLEDGE BASE 2023
I am using this version of Cirrus Insight today.
Cirrus Insight 2023
KNOWLEDGE BASE 2019
I am using Cirrus Insight 2019 today.
Cirrus Insight 2019
BLOG
Boosting Productivity & Revenue: Navigating Team Calendar Scheduling
by Ryan O'Connor
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Cirrus Insight Customers use smart, simple, and seamless solutions that allow them to grow
SERIOUS INSIGHT PODCAST
Should I Build my Component/App or Should I Buy it? (Part 1)
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Outlook Web-Based Add-Ins vs. COM-Based Add-Ins: The Benefits of Web-Based Add-Ins
Discover the contrasts between COM and Web Add-ins for Outlook users. Learn which one is better suited for your needs in this Knowledge Base article.
Admins | How do I install Cirrus Insight with Exchange on-premise?
For Exchange on-premises environments without access to OWA, the Exchange Admin should follow this guide to install Cirrus Insight on behalf of users.
Microsoft Exchange Connections - Graph API
Learn how to leverage the power of Microsoft Exchange Connections and the Graph API in Cirrus Insight. Enhance productivity & streamline email management.
IT Admins | How do I add Cirrus Insight to trusted/allowed lists?
IT information about email delivery, Salesforce authentication & login IP ranges, trusted domains, IP addresses for firewalls, and proxy servers.
I Need My Exchange Server URL
The Zynbit Knowledge Base is your go to spot for any questions/tips surrounding Zynbit. Learn why you need the exchange server URL to connect to exchange services to Cirrus Insight.
Is Cirrus Insight Able to Work with My Salesforce License Type?
The Zynbit Knowledge Base is your go to spot for any questions/tips surrounding Zynbit. Find out which Salesforce license types Cirrus Insight works with.
Admins: How do I set up an Exchange Service Account?
Learn how to setup an exchange impersonation service account in Cirrus Insight.
What are the Software/Hardware Requirements for Cirrus Insight?
Learn the software and hardware requirements for Cirrus Insight.
How do I change the fields that are required to file email?
Learn how to change the fields required to file emails within Cirrus Insight.
How do I Install Cirrus Insight for Outlook Web App on a Mac?
The Cirrus Insight Knowledge Base is your go to spot for any questions/tips surrounding Cirrus Insight. Learn more about how to install Cirrus Insight for Outlook web app on a Mac computer.
I have Exchange Email. How Do I Connect Cirrus Insight?
The Cirrus Insight Knowledge Base is your go to spot for any questions/tips surrounding Cirrus Insight. Learn how to connect your Exchange email account to Cirrus Insight.
What Outlook Versions does the OWA plugin Support?
The Cirrus Insight Knowledge Base is your go to spot for any questions/tips surrounding Cirrus Insight. Learn more about which versions the OWA plugin supports.
Citrix or Terminal Server Deployment of Sidebar
The Cirrus Insight Knowledge Base is your go to spot for any questions/tips surrounding Cirrus Insight. Learn more about the Citrix and Terminal server deployment options for Sidebar.
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