Listen to this articleManaging customer relationships efficiently often boils down to tracking every communication accurately—and emails play a big part in this. As many professionals use email for client interactions, integrating email conversations into Salesforce has become vital for businesses wanting a complete view of each customer’s journey. The question, though, is how to do it without spending hours manually updating records. In this guide, we’ll walk through different options for syncing emails into Salesforce, from manual solutions to automated apps like 360 Email Sync. Let’s dive into why you should sync emails in Salesforce, explore available options, and discover how 360 Email Sync can help streamline this crucial process.
Email is the most direct way to connect with leads, customers, and prospects for many businesses. This tracking in Salesforce provides a unified source of truth that empowers teams to maintain transparency, follow through at the right time, and prevent any conversation from slipping through the cracks. However, your teams could miss key details, do duplicate work, or even lose leads if you don’t have email and CRM in sync. If you are equipped to automatically sync email in Salesforce, it will improve the productivity of your sales and support teams and at the same time reduce the response time as they can view all customer interactions in one place.
With email integrated into Salesforce, now you have an all-inclusive view of interactions, which leads to you being more in tune engaging, and managing your pipeline live.
Next, there are quite a few ways to sync emails with Salesforce, depending on the email provider you use, your needs, and what you need to sync, as the process can vary drastically depending on what you are syncing, and how easy that is to program.
1. Salesforce’s Native Email Integration: Salesforce offers its own email integration options, allowing users to connect to platforms like Gmail and Outlook. This is done through “Salesforce Inbox” or “Salesforce for Outlook” for an add-on to capture emails, calendar events, and tasks. But this is scheduled for retirement by 2027.
2. Third-Party Apps: Many businesses prefer specialized applications that provide advanced syncing and automation features. Tools like 360 Email Sync offer enhanced syncing, automation, and data-tracking capabilities, making it easier to centralize all interactions.
3. Custom Solutions: For unique business requirements, custom solutions may also be an option. This can include API integrations tailored to fit specific workflows, though it often requires development resources.
Using these options, you can auto-sync emails in Salesforce and eliminate manual logging, save time, and improve communication tracking. While the native Salesforce integration provides basic syncing, third-party apps like 360 Email Sync offer added flexibility, features, and ease of use.
360 Email Sync is a Salesforce native app that allows you to automatically sync email in Salesforce. 360 Email Sync is built to simplify managing communication — the ability to sync, track, and organize email conversations directly from platforms such as Gmail and Outlook, inside Salesforce.
Here’s how 360 Email Sync stands out as a comprehensive email sync solution:
1. Automated Syncing for Greater Productivity
360 Email Sync helps to auto-sync emails in Salesforce without manual intervention. It ensures that all crucial customer conversations are captured in real-time, saving hours of data entry and ensuring no detail is missed. With auto-sync, teams don’t have to worry about copying and pasting emails or updating Salesforce manually.
2. Consolidated Data for Holistic Customer Insights
One of the standout features of 360 Email Sync is that it brings all your emails and Salesforce data into one place. This consolidated view allows you to easily see all relevant conversations with each contact or lead. No more switching between inboxes and Salesforce—everything is streamlined for maximum productivity.
3. Auto-update of New Email Addresses
If a customer reaches out from a new email address, 360 Email Sync automatically updates their Salesforce record. This eliminates the need for manual record updates and reduces the risk of communication errors, making it easier to track conversations accurately.
4. Timely Follow-Ups with Email Tracking
360 Email Sync allows you to track every email interaction in Salesforce, Thus, higher authorities can see if the emails have been responded to timely and appropriately. These insights help to guide sales teams to follow up on emails effectively and engage leads before they go cold, improving chances for conversions.
5. Salesforce-Native App for Secure Integration
Since 360 Email Sync is built natively for Salesforce, it integrates seamlessly with the platform. This means users can work directly within Salesforce without additional plugins, ensuring a secure and smooth experience. The Salesforce-native design also enhances data security, keeping sensitive information safe.
As email syncing with Salesforce can vary depending on the tools and integrations used, here are answers to a few common questions that can help guide you in choosing the right solution for your needs.
360 Email Sync supports automated syncing for Outlook emails directly into Salesforce, capturing interactions and storing them in the relevant records. This allows you to manage and track your Outlook conversations without needing manual updates.
Yes, Gmail can sync with Salesforce. With 360 Email Sync, emails from Gmail can be seamlessly synced and tracked in Salesforce, keeping all conversations under the appropriate contact or lead record.
You can auto-sync emails in Salesforce from outreach efforts with 360 Email Sync. The app captures outreach emails, logs them automatically, and keeps them accessible within Salesforce, making it easy to track outreach performance and follow up effectively.
Along with saving you time, syncing your emails to Salesforce isn’t just about that — it’s about changing the way you work with customers. With 360 Email Sync, you can automatically sync email in Salesforce eliminating manual tasks and guaranteeing that every communication is captured correctly. 360 Email Sync streamlines your communication process and lets you and your team see a complete view of your interactions to work more productively, engage more thoughtfully, and close more deals.
Integrate your emails into your Salesforce account and use 360 Email Sync, the one-stop shop for smarter email and better data sharing and management.
CEO
Siddharth Sehgal is CEO & Salesforce Communication Guru. He helps businesses grow exponentially by putting their Salesforce CRM on steroids with his unique techniques. He is on a mission to help businesses build deeper relationships with their customers.
