Supported Plans: Essential/Growth
Supported Platforms: Gmail/Salesforce
Watch this short video tutorial to learn how to install Ebsta into Chrome and connect to Salesforce or read the article below.
How to install Ebsta into Chrome
1. Click on the install link below.
2. Click Install into Chrome*
* Before you start the install process, you need to already installed Google Chrome. If you don't, click on the following link: https://www.google.com/intl/en/chrome/browser/ and follow the install instructions.
3. Click Add extension to complete the install.
How to connect Ebsta to your Salesforce Account
4. Once the install has finished, click connect Ebsta to Salesforce.
5. If you are not already logged into Salesforce, you will be directed to the Salesforce login page. Once you are logged in, give Ebsta permission to connect to your Salesforce account by clicking Allow.
6. Once connection is successful you will get a confirmation message.
7. Now when you click on the Ebsta icon in the top right-hand corner, Ebsta will open up on the home page.