Auto-capture all Sales activities and data between Outlook/Gmail and Salesforce.
No manual input. No wasted time. No effort.
Auto-create new objects like Leads, Accounts, Opportunities that previously weren’t in Salesforce, and immediately auto-save data to them.
Auto-save any activity like emails, meetings or tasks to more than one Salesforce record at the same time.
Auto-create new Salesforce custom objects, and automatically capture and save data to them.
Auto-save all your past emails, calendar items, contacts, etc. in a bulk.
Configure to match any workflow; work with any custom object or field; use Salesforce views and APEX rules.
Set up activity auto-log rules, triggering your unique Salesforce processes.
Auto-save incoming and sent emails, emails sent from Salesforce, forwarded emails, replies, and threads.
Blacklist email addresses, domains, and internal emails to keep unnecessary data out of Salesforce.
Recipients’ names and addresses, subject lines, attachments, and more is recognized, captured and auto-saved to proper records, so you don’t have to parse it all yourself and input it manually. Neat and smart.
Calendar items are automatically saved to proper Salesforce records, saving you time and trouble. Any business-related event in your Outlook, Gmail or Salesforce Calendar gets mirrored in the rest. Change event in one Calendar, and it will change everywhere. No private events get into Salesforce.
Get your Salesforce contacts auto-created in a dedicated folder/category in Outlook or Gmail. You may also selectively synchronize your Outlook/Gmail contacts with Salesforce by moving them to the dedicated folder/category. No contacts get lost, all records stay updated.
Revenue Inbox recognizes attachments in your Inbox and
saves them to appropriate Salesforce records.
You can save new tasks to Salesforce or share existing tasks between Salesforce and Outlook or Gmail.
Task reminders are shared too so that you do not forget anything important as you are walking out the door.
Use Salesforce views to ensure that only necessary data is auto-captured and saved to Salesforce.
You can configure it to handle any custom object or field you use in your workflow.
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