Save Emails and Attachments to Salesforce in Gmail

Manual data entry wastes time. You don’t adopt Salesforce when you feel like it’s a time-sink.

Remove the tediousness by saving emails and attachments automatically or with a single click.

Both incoming and outbound emails are automatically related to the correct lead, contact and account records. You’ll see any emails in your Gmail inbox that weren’t added to Salesforce. Specify exactly how you want each email to relate in Salesforce, even to custom fields and objects. Cirrus Insight also supports both traditional attachments (PDFs, Microsoft Word documents, etc.) as well as those that are hyperlinked (Google Drive, etc).

 

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