Access Salesforce Templates and automatically merge fields directly in Gmail. Use Ebsta to track their open, click and reply rates and improve the performance of your Templates with every engagement.
Accessing Salesforce Templates in Gmail
1. In Gmail, open the compose window and click the Email Templates button.
2. This will open the Salesforce Templates pop up window. Ebsta will display a list of available templates from one of your folders (the last used).
Use the dropdown menu to select a template from a different folder if needed.
You can re-order the list of templates by most used (Sent) or by best performing (Open and Click Rates).
3. Click on the template you wish to use and Ebsta will merge the related Salesforce fields and pre-populate the template into Gmail. You can make any adjustments to the text and when you are happy with your set up, click Send.