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Manage your customer and pipeline data directly from your email inbox.
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Sync 100% of your meetings, tasks, and emails directly to your CRM – no manual data entry required.
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Use high-performing templates and Salesforce merge fields to send personalized emails at scale.
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Know what happens to your attachments after you hit send.
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Instantly route leads to the right team member's calendar using customizable workflow logic.
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Share your calendar, automate scheduling, and book more meetings – synced directly to Salesforce.
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Track, capture, and view all customer touchpoints, including email opens, link clicks, and replies.
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Automate prospect and customer research to ensure you are prepared to drive better outcomes.
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Sales Automation Tools | Cirrus Insight
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Thread-Based Smart Link
How do I enable Thread-Based Smart Link using Email Message Object?
Learn how to enable Thread-Based Sync using Email Message Object for Cirrus Insight. Allow users to manually change & set related records on synced emails.
How do I enable Thread-Based Smart Link for my org using Tasks?
Learn how to enable Thread-Based Sync using Tasks. Save the email’s message ID & thread ID to the synced email in Salesforce to identify specific emails.
How do I use Thread-Based Smart Link?
Learn how to use Thread-Based Sync. It works with Email Sync to save your custom record relations and automatically apply them to new emails in a thread.
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