Salesforce for Outlook and Gmail

Use all of Salesforce from your Outlook or Gmail inbox.

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Why Integrate Salesforce with your Inbox?

MANAGE FROM YOUR INBOX

Salesforce in Your Inbox

View and edit Salesforce data from standard and custom objects right from within your inbox. Skip the hassle and keep all your Salesforce tools exactly where you want them.

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EMAIL SYNCING 

Add Emails in 1 Click

Add emails to any standard or custom object with just one 1-click right from your Outlook or Gmail inbox.

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CUSTOM OBJECTS 

Customize to Perfection

Easily update your object settings to control what shows up in your sidebar. Choose which Salesforce objects you do and don’t want to view in your inbox.

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PERSONAL AND TEAM TEMPLATES 

Salesforce Templates

Bring Salesforce email templates straight to your inbox with ContactMonkey.

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SALESFORCE CASES 

Create Cases from Your Inbox

ContactMonkey gives you the power to create Salesforce cases directly from your inbox. Salesforce email management lets you log customer issues quickly and efficiently so everyone saves time.

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LEAD MANAGEMENT

Never Lose a Lead

Capture lead information quickly so you can always capitalize on a promising situation. Update leads and create contacts in seconds, right from your Outlook or Gmail inbox.

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EMAIL OPENS AND LINK CLICKS 

Salesforce Email Tracking

See who opens your emails with Salesforce Email Tracking. Always find out what happens after you press send.

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salesforce-email-tracking

INBOX CALENDAR SYNC

Salesforce Calendar Sync

Create, update, or cancel meetings or appointments from Outlook. Everything gets synced to Salesforce.

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“Automatic email sync and having our Salesforce email templates in Outlook is a no-brainer.”

– Phil Evitt, Review from the Salesforce AppExchange

How Salesforce Email Integration Works

Watch a brief demo to see how ContactMonkey Salesforce email integration works with Outlook or Gmail.

Bring Salesforce to your inbox in seconds.

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