When sending an email, Salesforce Inbox will ask us what purpose we want to link it to and if we want the attachment to be included as well, or if, on the contrary, it is simply a procedural email that we do not want to link to Salesforce. We can also link the emails received to opportunities and accounts/companies and contacts.
How to integrate your email into Salesforce
In addition, from Inbox it is possible to create new leads, contacts and opportunities , as well as register emails to Sales Cloud, all without leaving the inbox of our Outlook or Gmail email service.
Steps to integrate your email into Salesforce
Email templates
With Salesforce Inbox, you can use Salesforce templates uk phone number data when writing emails. Email templates are presented in both text and HTML. This provides optimal speed for responding to emails as quickly as possible. It also allows you to have responses ready for common queries, such as frequently asked questions (FAQs).
Additionally, Salesforce Inbox allows you to send emails with the “Send later” option so that the customer receives the email when it is most convenient. You can delay sending it for several hours or schedule it for a specific day and time.
Easy meeting planning
With Salesforce Inbox, email and calendar are closely synchronized , making it easier to schedule meetings. Add your availability to an email, offering several alternatives to the client, who can accept them in one click and it is automatically linked to the calendar.
Integrate your email into CRM - Salesforce
Smart Notifications
Salesforce Inbox uses relational intelligence to analyze correspondence to help you keep track of all deals and to provide you with smart reminders if you need to follow up on an email. For example, it allows you to create a reminder task in Salesforce if an email hasn't been answered in a week.
Opening confirmation
One of the most classic and most useful features of the application is the reading confirmation: you receive notifications when it is opened by the recipient.
Mail CRM Salesforce
Mobile application
Salesforce Inbox has its own app for both iOS and Android . This way, you can get the same features as in the desktop versions from your smartphone.