Supported Plans: Essential/Growth
You can eliminate the need to copy and paste by accessing and loading all of your Salesforce Email Templates directly into Gmail using Ebsta.
Watch this short video tutorial to learn how to access and load your Salesforce Email Templates in Gmail or follow the instructions below.
1. Click the Email Template icon at the bottom of the compose window in Gmail.
2. Ebsta will display a list of available Salesforce Templates from one of your folders (the last used Template Folder) in a new window.
Use the dropdown menu to select a template from a different folder if you need.
You can re-order the list of Templates by most used (Sent) or by best performing (Open and Click Rates).
3. Once you have selected the Salesforce Template you wish to use, Ebsta will merge the related Salesforce fields and pre-populate the template into Gmail. You can alter the text if necessary. If you want the email to be tracked, make sure the Email Tracking icon is green before pressing Send.