Ebsta allows you to view, edit and update Salesforce from Gmail. It also automatically cross-references Salesforce to show you related customer records as you browse through your Inbox. In addition, Ebsta is integrated with over 50 websites including LinkedIn so you can view, edit and update Salesforce from wherever you work.
Watch these short video tutorials or read the article below to learn more about Ebsta's integration in Gmail and Chrome (including LinkedIn).
In this article we will cover:
Ebsta's Notification bar
As you work your way through your inbox or as you are browsing profiles on a Job Board or LinkedIn for example, Ebsta's Notification bar will display a snapshot of the key information held in your Salesforce database.
In Gmail, if the email sender is associated to an Account, the Ebsta Notification bar will show the latest Opportunities and Activities related to that Account, and not the Contact information.
Clicking on any field underlined blue in the Notification bar opens the record up in Salesforce in a new browser tab.
If no matching records exist in your database, Ebsta's Notification bar will look something like this:
You can create a new record in Salesforce when this happens in just a couple of clicks without leaving Gmail/Chrome.
Ebsta's Gmail Icons
In Gmail, as well as dropping the Notification bar, Ebsta also includes icons within your inbox so you can determine at a glance whether you have a related Salesforce record or not. Clicking any of these icons updates the Notification bar.
Represents a matching Lead record in Salesforce.
Represents a matching Contact record in Salesforce.
Represents multiple results in Salesforce.
When reading an email, you'll notice Ebsta displays icons to enable you to add the email to Salesforce.
When composing a new email, Ebsta displays icons at the bottom of the compose window which gives you access to all of Ebsta's features including Email Tracking, Meeting Scheduler, Email Campaigns, Access to Salesforce Templates and Send Later.
Ebsta's Bubble: View, edit & update Salesforce
To view or edit the records displayed in the Notification bar, simply click on the Ebsta icon to open Ebsta's Bubble. You can now edit and update the record without leaving Gmail/Chrome.