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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 more manual data entry required
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Send personalized emails using a library of high-performing Salesforce templates
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Use high-performing templates and Salesforce merge fields to send personalized emails at scale
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Smart Scheduler
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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Integrate with the tools you already to experience enhanced workflows and productivity.
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Automate prospect and customer research to ensure you are prepared to drive better outcomes.
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Create pre-scheduled sales sequences to effectively nurture your prospects and clients
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Know what happens to your attachments after you hit send
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Archive | Video - ZynBox How to Create a Lead or Contact
Relevant Articles
Archive | Video - ZynBox How to File an Email
Archive | How do I Convert a Salesforce Lead to a Contact?
Archive | Video - ZynBox Log a Meeting, Call or Task
Archive | Attaching Emails to Opportunities - Quick Reference Guide
Archive | Video - ZynCal Basic Use
Archive | ZynBox 2018 Cheat Sheet
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