Supported Plans: Team +
Supported Platforms: Gmail/Office365/Exchange/Lotus Notes
Ebsta's Contact Sync gives you access to a full list of Contacts found within all your company mailboxes and shows you which colleagues they are connected to and the strength of their relationship.
When viewing a record in Salesforce, scroll down to the Ebsta section in your Page Layout and click on Contacts to open the Contacts View.
Ebsta displays key contact details, including job title, phone number and email address which have been parsed directly from the Contact's email signature. In the last column, Ebsta identifies whether the Contact relates to an Account (matched by domain) in Salesforce or not
Contact in Salesforce
Contact not in Salesforce
If the contact isn't in Salesforce, you can click on the icon and you can select to create a new Contact or Lead record in Salesforce.
Ebsta will display social profiles if they were found in the Contact's email signature. You can then click on these to go straight through to the social profile.
Ebsta analyses email content including Out-of-office emails and auto-responders so you will be alerted to whether a Contact is currently Out of Office or has Left the Company with an indicator next to the Contact.
Ebsta measures the strength of your relationship with Contacts based on your email communications (how often you exchange emails, how recently emails have been exchanged and so on) to build a Velocity Score.
Ebsta then displays this Velocity Score so you can identify which Contacts you should target.
Ebsta shows you which of your colleagues/connected Mailboxes knows a Contact so you can leverage their relationship for a warm introduction.