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Get the App, Get the Sidebar & Get Going Here

Welcome to Cirrus Insight, this resource page has everything you need to get set up!

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Get Started with Cirrus Insight

The quick way to create a user and start increasing conversion rates.

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Connect Cirrus Insight

Follow the steps to connect your Salesforce and Email accounts with Cirrus Insight.

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Setup Email Sync

Set up rules, filters, and enhancements to customize which emails should be synced. 

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Scheduling Quick Start Guide

The quick way to set up your calendar and start booking meetings.

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Setup Smart Scheduler

In-depth overview of Smart Scheduler with a step-by-step guide to creating your first smart schedule.

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Setup Calendar Sync

Keep events in sync between Salesforce and your email calendar.

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How to Use the Sidebar

Learn how to complete common Salesforce actions directly from the inbox.

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Overview Demo

Watch a recorded live overview demo of Cirrus Insight for Gmail or Outlook. 

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Mobile Walkthrough Videos

Access walkthrough videos on how to use Cirrus Insight on mobile for both Gmail and Outlook. 

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Tutorial Videos

Access a library of tutorial videos on how to configure sync, how to setup calendar scheduling, and more. 

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Customer Training Videos

Explore and watch recordings of product-focused customer training events and webinars. 

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Admin Overview Guide

This guide will help you navigate the Admin Dashboard to set up your organization for success.

* The Admin space is NOT available during a Free Trial
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