Available to: All pricing plans
Admins can install Ebsta for all users by following steps in this article:
Install Ebsta Inbox into Outlook: An Administrator Guide.
To install Ebsta into Outlook, select your installation type:
Install Ebsta into Outlook (Desktop Client - Windows)
1. Click Get Add-ins from the Home menu.
2. Use the search function to find Ebsta Inbox for Outlook and then select it.
3. Click Continue.
4. Once installation is complete, you will see it listed in My add-ins...
and you'll notice the Ebsta button in the Home menu. Click the Ebsta button to open the Ebsta side panel.
5. Click Connect with Salesforce.
6. Log in with your Salesforce credentials and Ebsta will now be connected to your Salesforce account.
Suggested next step:
Connect your Outlook mailbox to Ebsta.
Install Ebsta into Outlook (Online - Office 365)
1. Click New Message and at the bottom of the compose panel click the more actions button and select Get Add-ins.
2. Use the search function to find Ebsta Inbox for Outlook and then select it.
3. Click Continue.
4. Once installation is complete, you will see it listed in My add-ins.
5. Click New Message and at the bottom of the compose pane and click the Ebsta button to open the Ebsta side panel.
6. Click Connect with Salesforce.
7. Log in with your Salesforce credentials and Ebsta will now be connected to your Salesforce account.
Suggested next step:
Connect your Outlook mailbox to Ebsta.
Install Ebsta into Outlook (Mac)
1. Select See more items (...) from the toolbar and click Get Add-ins.
2. Use the search function to find Ebsta for Outlook and then select it.
3. Click Continue.
4. Once installation is complete, you will see it listed in My add-ins.
5. Click the Ebsta button in the toolbar to open the Ebsta side panel and click Connect with Salesforce.
6. Log in with your Salesforce credentials and Ebsta will now be connected to your Salesforce account.