Salesforce Email & Calendar Integration

Your Revenue Stack Is Only As Good As The Data Underneath It.

Everything your revenue org depends on — pipeline visibility, team coaching, and forecast accuracy — runs on one thing: complete activity data in Salesforce. Revenue Grid makes sure yours is.a

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Trusted by 900,000+
Salesforce Users Globally

Hilton
RAND Worldwide
Bessemer Trust
KGAL
Slalom
MUFG
Robert Half

Where Revenue Operations Breaks Down

Three things break when your activity data is incomplete

  • Your riskiest deals look fine in Salesforce

    Deals go quiet. Relationships stall. Accounts go single-threaded. None of it shows up until the slip is already happening.

  • Your best relationships are one team away from disappearing

    When someone leaves, their entire relationship history walks out with them. No emails. No context. No continuity.

  • Your forecast is built on incomplete data

    One missing follow-up. One unlogged meeting. Multiplied across your team. That’s your commit number.

How It Works

Activity capture is the foundation.
Make sure yours is real.

Every revenue tool you’ve bought runs on the same underlying data — what your team actually did with customers. If that data is incomplete, everything built on top of it is guessing. Revenue Grid is the layer that makes it real.

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  • Pipeline Health

    Catch risk before it becomes a miss.

    See which deals are going quiet, which relationships are stalling, and which accounts need attention — before it’s too late.

  • Team Performance

    Stop guessing what good looks like.

    Complete activity data shows which behaviors actually drive wins — so you can coach on evidence, not assumption.

  • Forecast Accuracy

    Build your commit on something real.

    Every interaction captured automatically means every forecast built on reality, not memory.

Beyond Capture

A workspace your team will use — without changing how they work.

The cleanest activity data is the kind your team produces without trying. Revenue Grid embeds Salesforce into the inbox and calendar your team already lives in.

Inbox Sidebar

Work with Salesforce directly from the inbox

Access complete client records and interaction history directly from email, with the ability to create, update and manage Salesforce records and tasks without switching systems.

Built-in AI assistance helps surface insights, answer questions, and provide instant client context as you work.

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Calendar Sync

Sync calendars and prevent scheduling conflicts

Automatically keep Salesforce and Outlook/Gmail calendars in sync, including delegated and shared calendars, to avoid conflicts and missed meetings.

Personal events are excluded by default to keep Salesforce calendars clean, accurate, and reporting-ready.

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Scheduling

Streamline
meeting scheduling

Share available Time Slots or "Book Me" links directly from email, with delegation support for assistants scheduling on behalf of advisors.

Dynamic availability synced to Salesforce prevents double bookings and scheduling conflicts automatically.

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AI Mentor

Interaction-driven
intelligence
for Salesforce

Ask contextual questions about clients or relationships and receive guidance based on captured interactions and history.

Automatically generate compliant-ready follow-ups, summaries, and notes, while identifying engagement gaps or stalled relationships early.

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Core Product

Capture every interaction. Configure every rule.
Own every record.

Three principles that make Revenue Grid the most complete activity capture layer for Salesforce teams.

  • Complete Activity Sync

    Automatic or semi-automatic capture of emails, meetings, contacts, tasks, and attachments from Outlook and Gmail into Salesforce.

  • Capture on Your Terms

    Get complete control over capture rules and decide what is logged, how it’s stored, and what is excluded.

  • Built for Custom Workflows

    Link activities to standard and custom Salesforce objects with configurable field mapping for clean, reporting-ready records.

Don’t Settle for Partial Activity Capture

Unlike Einstein Activity Capture — a limited, one-size-fits-all solution with restricted storage and configuration — Revenue Grid gives organizations full control over what data is captured, how it’s structured, and where it’s stored. Ensuring complete relationship intelligence, long-term visibility, and compliance-readiness.

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FEATURES
Historical Email Sync
Multi-year history + backfill
Limited retention: six months by default, five years with a paid version
Custom object support
Native, no extra configuration
Requires Flows & setup
Email Auto-Cropping
Supports cropping, syncs only latest email to save storage
Saves full email chains
Email Attachments
Captured as Salesforce content
Limited / inconsistent
Reporting & analytics
Fully reportable in Salesforce
Limited visibility
Capture control
Granular rules & filters
Limited configuration
Multiple email support
Supports multiple corporate + Microsoft 365 accounts per user
Does not support both account types simultaneously
Selective logging
Accurate and selective logging; User-controlled via Outlook category or Google label
No user-controlled logging; Outlook categories or Google labels not supported
Admin effort
Low, rule-based
Higher, requires workarounds

The Most Rigorously Security-Tested Environment Available

AICPA SOC 2 Type II ISO 27001 GDPR compliant HIPAA compliant CCPA compliant Penetration Tested PCI DSS

Data Governance
Controls

Precisely control what data is captured, excluded, and stored using configurable rules aligned to internal policies.

Enterprise Security &
Compliance

Certified to SOC 2 Type II and ISO 27001, with encryption, access controls, and audit logs embedded at every layer.

Ownership & Deployment
Flexibility

Retain full ownership of your data with flexible deployment options including cloud, private cloud, or on-premises environments.

Enterprise-Scale
Performance

Retain full ownership of your data with flexible deployment options including cloud, private cloud, or on-premises environments.

Customer stories

How teams build a revenue foundation they trust

  • 761

    days saved

    Vapotherm auto-captured 110,000 emails and 27,000 calendar events in their first year — without a single manual entry. The result: 761 person-days saved and $175,000 in costs eliminated.

    Read the full story
  • $30M

    pipeline unlocked

    Discovered $30M in new pipeline opportunities hidden inside existing relationships — visible only once the full interaction history landed in Salesforce and the team could actually see it.

    Read the full story
  • 60%

    improvement

    Teams prioritized the right accounts from a complete activity history — improving conversion by 60% without changing the process or adding headcount.

    Read the full story

I value the ease of use.

I don't have to ask my team to do anything different. Our sales team and client services staff are all using it, and Salesforce is kept more up to date because of Revenue Grid.

David Choate, COO, Capital Institutional Services, Inc

Why Organizations Trust Us

Since 2008, we’ve enabled secure, reliable Salesforce operations for teams worldwide.

Proven adoption

900,000+

Satisfied users worldwide

Battle-tested platform

18 years

Powering revenue operations

Ecosystem ready

21

Certified ISV partners

Recognized leadership

G2 Leader

Consistently since 2018

Frequently Asked Questions

See what your revenue org looks like when the data is real

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G2 Leader G2 High Performer, Mid-Market G2 Best Support, Enterprise G2 Easiest Setup, Mid-Market AICPA SOC