Our Enterprise tier integrates directly with Salesforce.com, the world’s leading CRM provider.
We also offer a solution 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.
In order to set up the automatic BCC to CRM feature you will need to:
- Using the Yesware drop down menu in the top left corner of Gmail, select Preferences
- Choose Compose Options from the bottom of the new window
- Turn "BCC to CRM" to ON
- Input your unique BCC address
- Click "save and reload Gmail"
- Ensure that the "CRM" button is checked in your Gmail compose window