Sync Gmail with Salesforce using Gmail Salesforce
plugin and manage data from Gmail with Inbox
With Revenue Grid, you can automatically capture all sales activities and client data directly from your Gmail Inbox, always keeping your CRM data up to date.
Revenue Grid’s auto-capture feature lets you collect data from your emails, business meetings, tasks, and more to store in multiple Salesforce records simultaneously. Automatically create new objects in Salesforce that include data from your Gmail inbox.
Use Email Sidebar to manage your CRM data directly from your Gmail Inbox. Easily view and update any Salesforce record without leaving your Inbox. Save selected emails to any record in your CRM.
When you update an event in one calendar, the changes will be automatically applied in the other. Revenue Grid updates your Salesforce calendar with only business events, keeping your private meetings private.
Streamline your scheduling tasks. With Revenue Grid, you can easily insert clickable time slots from Google Calendar in your email or share your availability in a link, allowing your leads and prospects to choose the time that works best for them.
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Link Gmail to Salesforce to help your reps spend less time entering data and switching between the two applications. Adding Salesforce to Gmail will help your team to focus on more important tasks like searching for new opportunities and closing more deals.
Salesforce Gmail integration allows you to access and manage Salesforce data from your email inbox. As an effective alternative to Salesforce Inbox for Gmail, Revenue Grid gives your reps everything they need in one place, which enables better customer engagement.
You can adapt activity capture to your team’s workflow with Gmail and Salesforce integration. Let them use Salesforce views and APEX rules without any hassles and increase their efficiency with Salesforce Views and custom object support.