With Automatic Logging enabled, any outbound emails you send to existing Salesforce leads/contacts will be automatically added to Salesforce (without you having to select the Add to Salesforce button).
Before you can enable Automatic Logging, Email Sync must be disabled for your organization. Your Cirrus Insight Admin can disable Email Sync from the following URL:https://dashboard.cirrusinsight.com/#/settings/organization/email
1. From Outlook, open Cirrus Insight Settings.
2. From Settings, choose Email Sync.
3. Below Add to Salesforce, check the box beside Automatically add emails I send to leads and contacts to Salesforce.
| Updated Dec. 2019
How can I add attachments to Email Messages in Salesforce Lightning?
Learn how to upload attachments to the Email Message when adding emails to Salesforce.
For Admins: How can I add emails to Salesforce Lightning as Email Messages?
Learn how to add emails to Salesforce Lightning as Email Messages using Cirrus Insight.
How can I create a new Salesforce record?
Learn how to easily create a new Salesforce record using Cirrus Insight.
How do I add an email to Salesforce when I have the email open?
If you don't already have your emails set-up to automatically sync to Salesforce, you can simply add them manually with one click.
How do I access Custom Buttons?
Cirrus Insight supports Detail Page Buttons with URL content sources.