What CRMs do you support?

Our Enterprise tier integrates directly with Salesforce.com, the world’s leading CRM provider.

We also offer a variety of CRM solutions for our Pro and Team users using our BCC email feature to automatically send a copy of your emails into your CRM.  If your CRM provides a BCC email address or unique dropbox address, we should be able to send a copy of your outbound messages into the CRM.

All you need to do is drop your CRM's unique address in Yesware's preferences. You can read the full instructions here.

gmail_preferences_bcctocrm

Here are the instructions for finding that unique address in popular CRM tools:

Salesforce            Batchbook                    Pipedrive                Relenta                 Nutshell

Base                      SugarCRM                    Highrise                  Capsule                 Zoho

We don't integrate with CRMs like Microsoft Dynamics because they don't support the email BCC feature that we use to sync email with other CRMs.

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