If you’re on our Enterprise plan and already use Salesforce, it's easy to incorporate Yesware to automatically store emails sent from Outlook. Unlike a basic BCC to CRM functionality, the Send to Salesforce functionality will store not only sent emails, but will also capture replies, open events and viewed attachments and presentations into Salesforce automatically.
To connect to Salesforce, open the Yesware sidebar and choose "Connect to Salesforce". From there, you'll be prompted to log into your Salesforce account. You can also integrate Salesforce via this link. Once synced with Salesforce, you should see "Send to Salesforce" in the "Email Settings" section of a compose window. Please make sure this is toggled on and you use the "Send with Yesware" button if you wish to use Send to Salesforce.
If you are having trouble syncing over the account, please submit a request at help.yesware.com.