If you’re on our Enterprise plan and already use Salesforce, it's easy to incorporate Yesware to automatically store emails from Gmail (For O365, please click here). Unlike the basic BCC to CRM functionality, the send to Salesforce functionality will store not only sent emails, but will also capture replies, open events, viewed attachments/presentations, and link-click events into Salesforce automatically. You will also be able to use dynamic templates and Salesforce lists with Campaigns.
To enable this functionality:
- Click the "Yesware" menu at the very top of Gmail and select "Preferences"
- Navigate to the "Integrations" section
- Under "Salesforce," make sure you've switched the toggle to the "On" position
- Authenticate to Salesforce if you have not already done so, which will link your account
- Click "Save & Reload"
From now on, whenever you send an email, that message and all of its associated replies as well as any Yesware events will be stored to Salesforce as activities on an existing Contact or Lead. The email will sync as an activity to the first single Contact or Lead and optionally the first single Account or Opportunity associated with the email address.
In Outlook, the same rules apply. You can 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.