Supported Plans: Essential/Growth
Supported Platforms: Gmail/Salesforce
To use the Lightning Add function, Ebsta needs to have found a matching record in Salesforce. You will know that there is a matching record to add the email to as Ebsta will notify you via the blue bar at the top of your browser and will display the Lightning-Add button in the email body.
1. Open an email in Gmail and click the Lightning-Add button.
2. Once the email has been added to Salesforce, the Lightning-Add icon will turn green to denote that the email has been successfully-added.
3. You can then view the email 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 detail.
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.