Supported Plans: Essential/Growth
Supported Platforms: Gmail/Salesforce
Ebsta for Salesforce enables you to add emails to Salesforce, relating them to one or many records in just a few clicks.
1. Open an email in Gmail and click the Add Email to Salesforce button.
2. The Add Email To Salesforce window will appear allowing you to select the appropriate record and an Object in Salesforce e.g. an Opportunity or Case to associate the email to. Once the relevant Salesforce record(s) have been selected, click Save.
3. Once the email has been added to Salesforce, the Add to Salesforce button will turn green to denote that the email has been successfully-added.
4. You can then view the email added in the Activities History section against the record. Clicking on the email subject line (coloured and underlined in blue) will allow you to read the email.
Note: When you've added an email to Salesforce, Ebsta will include 'Received Email:' or 'Sent Email:' as a prefix to the subject line and will save it as a completed task on the date that you received, or sent, the email.