Supported Plans: Essential +
Supported Platforms: Gmail/Salesforce
Watch this short video tutorial to learn how to access and load your templates in Gmail or read the article below.
Accessing Salesforce Templates
1. When composing an email in Gmail, click the Email Template icon
2. Ebsta will then load all of your Salesforce Templates directly in Gmail.
Note: Ebsta will automatically relate the email to the appropriate record in Salesforce. If you want to merge to a different person, just run a search in the search bar and select the relevant record.
3. Select which Salesforce Template you wish to use. Ebsta will then merge the related Salesforce fields and pre-populate the template into Gmail. You can then alter the text if necessary before pressing Send.