Welcome to Ebsta!
This quick start guide will get you up and running with Ebsta Inbox.
Step 1: Install of Ebsta
If you haven't already installed Ebsta, you'll find the install instructions and link in this article:
Step 2: Connect your mailbox
Once you have installed our extension into Outlook, you will need to connect your mailbox to Ebsta to get access to all of its productivity features.
Connect your Outlook mailbox to Ebsta
Step 3: Sync your Calendars & Emails to Salesforce
To start an automatic sync of your Outlook Calendar(s) to/from Salesforce, follow the steps in this article:
Sync your Outlook & Salesforce Calendars
To start an automatic sync of emails* from Outlook to Salesforce, follow the steps in this article:
Sync emails from Outlook to Salesforce
* There is a set up process that is required by an Administrator, if this hasn't been done, please speak to your Salesforce Admin.
Step 4: Productivity Tools
To set up and learn about all of Ebsta's productivity tools and features, please have a read of these articles:
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Email Tracking |  |
Personalized Cadences |
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Meeting Scheduler |  |
Access Templates |
| Outlook/Salesforce Integration |