Salesforce for Outlook

Use all of Salesforce from your inbox.

ContactMonkey’s Salesforce for Outlook makes your life easier.

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Why Use Salesforce from Your Inbox?

SALESFORCE OUTLOOK INTEGRATION

Bring Salesforce to Outlook

See and update all your data from standard and custom objects right from Outlook.

Salesforce Outlook integration lets you keep all your Salesforce tools right where you need them

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saleforce outlook integration

SEAMLESS SALESFORCE INTEGRATION

Add Emails in 1 Click

Add emails to a standard or custom whenever you want, at the click of a button.

Salesforce and Outlook integration streamlines your workflow from top to bottom.

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CUSTOM OBJECTS

Custom Objects in Outlook 

Instantly update your object settings to control what shows up in your sidebar.

Pick which Salesforce objects you want to show up in Outlook.

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SALESFORCE TEMPLATE INTEGRATION 

Salesforce Templates in Outlook

Have tons of custom email templates inside of Salesforce?

Give them more use by keeping them directly in your Outlook inbox.

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LEAD MANAGEMENT 

Create Leads Instantly

Stop stunting your workflow by jumping from Salesforce to your inbox to track your lead progress every day.

Install Salesforce for Outlook so you can do it right from your inbox.

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SALESFORCE CASE INTEGRATION 

Create Cases in Outlook

Create Salesforce cases right from your Outlook inbox.

When you Sync Salesforce with Outlook, you can log customer issues quickly and efficiently so everyone saves time.

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IDENTIFY HOT LEADS

See Who Opens Your Emails 

Find out everything about your Salesforce email opens with Email Tracking: see when, where, how often, and on what device every message is opened.

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hot leads outlook inbox

CALENDAR INTEGRATION 

Salesforce Calendar Sync

Add meetings or appointments to Salesforce in 1 click.

Create, update, or cancel a meeting or an appointment directly from your Outlook inbox.

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MASS PERSONALIZED EMAILS 

Outlook Mail Merge 

Send — and track — mass, personalized messages right from your Outlook inbox with Outlook Mail Merge.

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personalize employee emails outlook

“A must-have add-in for Outlook and SalesForce!”

– Phil Evitt, Review from the Salesforce AppExchange

How Salesforce for Outlook Works

Watch a brief demo to see how ContactMonkey’s Salesforce for Outlook works in your inbox.

Ready to integrate Salesforce with Outlook?

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