Salesforce Integration

Send activities to CRM with a Salesforce integration that does it for you.

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Easy Salesforce email and calendar integration

Salesforce data in your inbox

Use the Salesforce Sidebar to see your most recent contact activity and create new tasks without leaving your inbox.

Log activity automatically

Say goodbye to tedious data entry. Yesware automatically syncs all your emails, attachments, calls, or meetings to the correct record in real-time, whether you're at your desk or on the go.

Trust your data

Get a complete and accurate set of data to guide your sales strategy, along with the flexibility to customize Salesforce reports.

Salesforce integration is just one part of Yesware’s productivity platform, a powerful set of tools that live in your inbox.

Set your data entry to “autopilot”

Yesware automatically syncs your email data to Salesforce without any manual email tagging or alternate addresses needed. And with background sync, your data will sync even when you're on mobile or using a device without Yesware installed. Use the Salesforce Sidebar to see your contact’s recent activity and create new Salesforce tasks, right in your inbox.

Integrate Salesforce With Email

Sync your calendar to CRM

Yesware’s deep integration goes beyond calls & emails. Whenever an event is assigned to you or modified in Salesforce, your Gmail or Outlook calendar automatically reflects the change.

Salesforce Calendar Integration

Robust Salesforce reporting

Yesware data in Salesforce can be sliced and diced to display information on emails sent, opened, links clicked, replies, calls made, meetings scheduled, and more. Want to keep things simple? Summary Task Logging reduces the amount of Salesforce storage space needed to sync all of your data and makes your reports easier to read.

Yesware Salesforce Integration

Yesware’s Salesforce sync saves Fiksu’s reps about a half hour a day, which is very significant across our organization.

Alexander Sullivan, Fiksu

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Tired of data entry eating away at your time?

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