Salesforce Outlook integration

#1 Salesforce Outlook integration that actually works

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Keep your CRM data automatically updated

Revenue Grid automatically captures all customer communications and sales activities like emails, meetings, contacts, and more from your Outlook, and always keeps your Salesforce data complete and up to date

Auto-capture sales data

Auto-capture sales data

Revenue Grid allows you to automatically capture all Sales activities and data from your Outlook and Salesforce.

Automatically 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.

Update Salesforce from Outlook

Access, use and manage complete Salesforce data directly from Inbox with the Email Sidebar. Instantly view and update all relevant real-time Salesforce data without leaving your Outlook.

Besides configurable auto-capture of emails, you can manually save selected emails to any record in your Salesforce.

Update Salesforce from Outlook

Auto-sync calendars

With Revenue Grid, any business-related events in your Outlook or Salesforce Calendar gets automatically mirrored. Change events in one Calendar, and it will change everywhere. What is more, no private events get into Salesforce.

Auto-sync calendars

Automate meeting scheduling

Tired of constant re-scheduling? Insert clickable time slots from your Calendar in your email for your leads and prospects to choose from. Alternatively, share your full availability as a link, letting your leads choose the meeting time in your Calendar on their own.

Automate meeting scheduling
Automate meeting scheduling
Automate meeting scheduling

Revenue Grid is the #1 Salesforce Outlook integration for
sales teams of any complexity

  • Free onboarding
  • Security
  • Enterprise support and trainings
  • Flexibility and Performance
  • Custom object support
  • Compliance
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