Cirrus Insight offers all-inclusive inbox integration supporting all editions and Salesforce Clouds connecting Outlook and Gmail calendars, emails, and tasks to one or many instances of Salesforce. Built with all of the admin controls you need to record activity for native reporting.
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* Historical Sync available. Inquire for details.
Cirrus Insight syncs emails, email attachments, calendar events with invitees, and tasks to and from Salesforce.
If you use Gmail, you’ll install our extension in your Chrome or Firefox browser. If you use Outlook, you’ll install our plugin for Outlook. If you use an iPhone, iPad, or Android device, you’ll download the app from the Apple or Android store to install on your device.
Yes. Our Salesforce Sync plan with the option to add Sync + is available.
Yes. Cirrus Insight supports all editions of Salesforce and Salesforce clouds including sales cloud, service cloud, financial services cloud, experience cloud and more.
Yes. Using Smartlink as a part of the Sync + plan you can select and choose which records you want to relate sync records to for the most recently created or modified related record.
Yes. Cirrus Insight syncs all data directly to your Salesforce org, not to third parties. All data captured from Cirrus Insight is available for standard reporting in Salesforce.
Yes. Cirrus Insight is trusted by some of the largest financial services firms and it has been tested and used today by over 3,000 organizations. The Cirrus Insight team is happy to go through a complete security review for your organization.