Best Einstein Activity Capture Alternatives for Sales Activity Automation

If you’re using Einstein Activity Capture (EAC), you’ve probably asked the same questions every RevOps or Sales Ops leader managing Salesforce at scale has:

• Why can’t I report on emails and meetings when EAC is capturing them?
• Why does my activity history get deleted after 6–24 months, no matter what I do?
• Why can’t I trigger Flows or automations from EAC-captured data?

EAC removes some manual data entry, but it creates bigger problems: your emails and meetings aren’t stored as standard Salesforce records, they’re not usable in automations or reports, and they live outside your org on a timer. If Salesforce is your source of truth, EAC actively breaks it.

In this guide, we will cover exactly where EAC falls short, what to look for in a replacement, and how RevenueGrid gives you permanent visibility, full data ownership, and a system that drives action.

What to Look for in an Einstein Activity Capture Alternative

When you replace EAC, your goal is to select a tool that supports your team’s workflow, provides full visibility, and helps you enhance execution across the sales process.

Here’s what to look for:

• Native Salesforce data storage: Your activity data should live in Salesforce permanently. That means emails, meetings, and calls are stored as standard records that you can report on, automate, and access without the restrictions of external servers.
  
• Unlimited data retention. You shouldn’t have to worry about losing your history. Look for a solution that stores everything you capture for as long as you need it without automatic expiration or hidden limits.
  
• Full reporting support. If you can’t report on sales activity, you can’t manage performance. Make sure your tool logs data as Tasks, Events, or Email Messages so you can use it in dashboards, list views, and forecasting models just like any other CRM data.
  
• Automation-ready structure. Your captured data should be usable in Flows, triggers, and other automations. You should be able to act on things like lack of response, missed follow-ups, or stakeholder changes.
  
• Custom object support and sync control. You should decide what gets synced and where it goes. That includes supporting custom objects, filtering out internal threads, capturing attachments, and linking emails to the right records based on your process, not default logic.
  

Security, compliance, and visibility. Your tool should meet your org’s security requirements and give your admins the oversight they need. You should be able to track what’s syncing, troubleshoot issues, and ensure clean, compliant data handling across your environment.

Choose an activity capture system that gives you the visibility and control EAC never could. And if you want that without adding complexity or new gaps, RevenueGrid is the clear fit.

5 Einstein Activity Capture Alternatives

Below are several Einstein Activity Capture alternatives, each designed to address different limitations around data retention, reporting, and workflow support.

RevenueGrid

RevenueGrid is a Salesforce-native activity capture and revenue operations platform designed for teams that rely on Salesforce as their system of record. Unlike Einstein Activity Capture, RevenueGrid stores emails, meetings, and calls directly in Salesforce as permanent records. This makes activity data fully reportable, automation-ready, and available for long-term analysis without retention limits.

RevenueGrid is commonly chosen by RevOps and Sales Ops teams that need activity data to support forecasting, pipeline execution, and operational visibility, not just passive capture.

Pros

• Stores all emails, meetings, and calls as standard Salesforce Tasks, Events, and Email Message records, making activity fully usable across reports, dashboards, and Flows
  
• Retains activity data permanently in Salesforce, supporting historical analysis, audits, and account continuity without expiration windows
• Provides granular admin control over what syncs and where, including filtering internal emails, managing attachments, and routing activity to standard or custom objects
• Supports historical mailbox sync during migration, helping preserve interaction history that would otherwise be lost when moving off EAC
• Designed for RevOps use cases, with visibility into activity coverage, execution gaps, and data health across the sales process
  

Cons

• RevenueGrid offers deep configuration options, which may require light upfront setup to align with your Salesforce data model and sales process
• Teams primarily looking for a lightweight inbox add-on may not need the broader operational visibility RevenueGrid provides

Best For

RevenueGrid is best suited for Salesforce-first organizations where activity data needs to support reporting, automation, and revenue execution at scale, not just surface-level visibility.

Riva 

Riva is a CRM integration platform focused on securely capturing emails, calendar events, and client interactions directly from enterprise systems like Outlook and Exchange and storing them natively in Salesforce. Unlike Einstein Activity Capture, Riva prioritizes data accuracy, governance, and auditability over sales workflow or productivity features.

Riva is typically evaluated by large, regulated organizations where CRM data integrity, security reviews, and scale matter more than rep-facing tools or execution insights.

Pros

• Stores activity natively in Salesforce, allowing emails and meetings to follow standard permission models, reporting, and compliance controls
• Built to support very large user populations across regions, business units, and complex IT environments
• Strong track record with security reviews, making it suitable for regulated industries such as financial services and healthcare
  
• Runs in the background without changing how users work, reducing adoption friction in conservative or locked-down environments
  

Cons

• Emphasizes data capture and compliance over sales execution or coaching workflows
• Limited native insight into activity quality, coverage, or follow-up effectiveness compared to RevOps-focused platforms

Best For

Riva is best suited for large enterprises and regulated organizations that need highly secure, scalable, and compliant CRM data synchronization, and place less emphasis on sales execution analytics or rep productivity tooling.

Cirrus Insight

Cirrus Insight is a sales productivity and CRM integration tool designed to connect Gmail or Outlook directly with Salesforce. It focuses on helping sales reps work faster from their inbox while keeping Salesforce activity data clean and usable. Unlike Einstein Activity Capture, Cirrus Insight stores emails and meetings as native Salesforce records, making them immediately available for reporting and automation.

Teams usually evaluate Cirrus Insight when they want better Salesforce data hygiene and faster rep follow-up without introducing a heavy RevOps or analytics layer.

Pros

• Captures emails, meetings, and tasks as standard Salesforce records, allowing full use in reports, dashboards, and Flows
• Strong inbox-based experience that reduces context switching and encourages consistent CRM updates
• Supports custom Salesforce objects and attachment syncing, which is important for teams with non-standard sales processes
• Includes engagement signals such as email opens and link clicks to support timely follow-up

Cons

• Primarily optimized for individual rep productivity rather than centralized RevOps oversight
• Limited visibility into activity coverage, data completeness, or execution trends at the team or pipeline level
  

Best For

Cirrus Insight is best suited for sales teams that prioritize inbox-centric productivity and clean Salesforce logging, and that do not require deep operational analytics or execution monitoring.

Match My Email

Match My Email is an email-to-Salesforce syncing tool focused on permanent data retention and accurate record association. It’s designed for teams that care most about preserving complete communication history inside Salesforce, especially in environments where audits, renewals, or account handovers depend on long-term access to past emails and attachments.

Teams often look at Match My Email when Einstein Activity Capture’s retention limits or record-matching gaps create risk around data loss or incomplete account history.

Pros

• Stores emails and attachments indefinitely as native Salesforce records, eliminating rolling deletion windows
• Provides flexible matching logic using domains, subjects, tags, and keywords in addition to email addresses
• Saves attachments directly into Salesforce Files, preserving context for audits, renewals, and internal reviews
• Works across multiple email platforms, which is useful during migrations, acquisitions, or mixed email environments

Cons

• Focused primarily on email capture rather than meetings, calls, or broader sales activity signals
• Emphasizes data preservation and accuracy over execution insights or sales workflow guidance

Best For

Match My Email is best suited for organizations where long-term email retention, precise record matching, and compliance requirements are higher priorities than sales execution analytics or activity coaching.

LinkPoint Connect

LinkPoint Connect is an Outlook-centric Salesforce integration designed to reduce manual CRM updates while maintaining strict adherence to Salesforce security and permission models. It allows users to log emails, manage tasks, and update records directly from Outlook, making it easier for teams to keep Salesforce current without changing their daily workflow.

Teams typically consider LinkPoint Connect when Outlook is the primary work environment and IT teams want tight control over access, installs, and data handling.

Pros

• Deep Outlook integration allows users to log emails, create tasks, and update Salesforce records without leaving their inbox
• Mirrors Salesforce permission models exactly, helping organizations maintain consistent access control and data security
• Supports silent installs and virtual desktop environments, simplifying rollout in large or security-sensitive organizations
• Reduces manual data entry while keeping CRM updates aligned with existing governance rules

Cons

• Focused on user-driven logging rather than fully automated, system-level activity capture
• Provides limited visibility into overall activity coverage or execution patterns across accounts and pipelines

Best For

LinkPoint Connect is best suited for Outlook-first enterprise teams that prioritize security, permission alignment, and reduced CRM data entry over automated capture or RevOps-level analytics.

How to Migrate from Einstein Activity Capture to RevenueGrid

Migrating from Einstein Activity Capture to RevenueGrid is a structured process, but it requires careful sequencing. Running both tools at the same time can result in duplicate activity records, so the transition should be planned to avoid overlap.        

1. Start with a pilot

Begin by testing RevenueGrid with a small group of users in a sandbox or limited production rollout. This allows you to validate syncing behavior, object mapping, and reporting without enabling parallel capture across the full team.

2. Connect mailboxes and run historical sync

Before turning off Einstein Activity Capture, use RevenueGrid’s historical sync to pull relevant past interactions from user mailboxes into Salesforce. Since EAC data is not stored natively, this step helps preserve activity history that would otherwise expire or become inaccessible.

3. Train users on what’s new

While RevenueGrid automates capture in the background, it may introduce optional tools like the Inbox Sidebar. Offer quick walkthroughs to show reps how their emails now appear directly on Salesforce records and reassure them that the process won’t disrupt their workflow.

4. Safely turn off Einstein Activity Capture

Once RevenueGrid is running smoothly, remove users from EAC in Salesforce Setup. Since EAC data isn’t stored in Salesforce, make sure your historical sync with RevenueGrid is complete first, EAC-captured data can’t be recovered once the feature is deactivated.

5. Configure sync and mapping settings

Use RevenueGrid’s admin controls to define which interactions get captured and how they’re linked. Set filters to exclude internal threads, route activity to standard or custom Salesforce objects, and ensure attachments sync properly. These are capabilities EAC didn’t support.

6. Verify data visibility and reports

Check that activities now appear in Salesforce as standard Tasks, Events, and Email Messages. Confirm they’re showing up on record timelines, in native reports, and dashboards. If you’ve set up automations or Flows, verify they’re triggering correctly using RevenueGrid data.

7. Take advantage of new capabilities

Now that your data is reportable and reliable, use it:

• Build dashboards for “Last Activity by Account”
  
• Set up activity-based KPIs or alerts
  
• Enable RevenueGrid’s AI tools, like Deal Guidance and Meeting Assistant, to unlock added value from your activity data

Replace EAC with a Tool That Gives You Full Control and Visibility

Einstein Activity Capture may have been your default option, but it’s not built for teams that need full data ownership, reliable reporting, or real sales visibility. With guided onboarding and support included, most teams are fully migrated to RevenueGrid in just days. 

If you’ve been working around its limitations, it’s time to move to a solution that actually supports your process. RevenueGrid gives you complete control over your activity data, unlocks real-time insights, and integrates seamlessly into your Salesforce environment.

Migration is fast, the results are immediate, and the long-term impact is clear: better forecasting, cleaner CRM, and stronger execution.

Ready to replace EAC with something purpose-built for RevOps?

Book a demo with RevenueGrid and see what complete activity capture looks like.