Salesforce Integration

Skip the manual data entry with Salesforce CRM sync

Stop doing admin work and boost your productivity by adding Salesforce to your Outlook or Gmail inbox.

Try free for 14 days. No credit card required.
Yesware Salesforce Integration for Outlook
Join the 6,000+ teams using Yesware today

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Add Yesware to Outlook or Gmail in 1 minute

Authenticate your Salesforce username and password.

Automate your data entry and get better insight from your inbox.

Save hours every day with Salesforce Sync

Yesware automatically syncs your email activity, calendar activity, Campaign activity and engagement data.

Sync email sends, email replies, calls, meetings and engagement like opens, link clicks, attachment views and bounces.

Turn on Background Sync to capture all activity on all devices, all the time. Mobile, tablet and desktop.

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Get Salesforce in your inbox

The Salesforce Sidebar puts contact’s recent activity right in your inbox.

Get insight into what they're interested in and craft outreach to match.

You can create or update Salesforce Leads, Contacts, Accounts, Opportunities or Tasks without switching apps.

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Work faster by adding Salesforce Leads or Contacts to Campaigns

Adding Salesforce Leads or Contacts directly to Yesware Campaigns takes just the click of a button.

You can add recipients to Campaigns one at a time or bulk import from Lead or Contact lists views.

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Find fresh insights with Salesforce Reporting

Combine your Yesware data with Salesforce’s robust reporting. Download our pre-built reporting dashboards for free from Salesforce’s Appexchange.

Slice and dice by key performance metrics.

Find new ways to improve your outreach and move deals toward closed-won.

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What our customers are saying

Yesware 5 Star Reviews

“Yesware is an extreme time saver!”

Amber M.
Yesware 5 Star Reviews

“Yesware helped lift our outreach to another level.”

Sarah F.
Yesware 5 Star Reviews

“Brillant, huge time saver and love the insights.”

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Yesware 5 Star Reviews

“Yesware has provided sales insight on day to day activity.”

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Yesware 5 Star Reviews

“I love Yesware! It saves and makes me money!”

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Yesware 5 Star Reviews

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me $$$$.”

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Salesforce Sync for Teams

Get instant visibility and make data driven decisions across your team.

Track

Track team activity and measure customer engagement.

Analyze

Identify what’s working to produce the best outcomes and results.

Standardize

Create a repeatable sales process with your best messaging.

Grow

Scale performance across your entire team and continuously iterate.

Put your Salesforce data entry on auto-pilot

Try Yesware free for 14 days. No credit card required. Get started immediately.

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Outlook Add-on

Compatible with Outlook Desktop 2016 or above, and Outlook on the Web with the latest version of Chrome, Edge, or Internet Explorer.

Microsoft
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Gmail Chrome Extension

Compatible with all G Suite accounts and Gmail.com accounts with the latest version of Google’s Chrome browser.

Google
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