Follow the steps below to create a new Lead in Salesforce from Outlook.
Creating a new Lead in Salesforce from Outlook
If you are viewing an email from a person that you don't have a record for in Salesforce, Ebsta's side panel will display like this:
Alternatively use the search function to type in the person's name who you wish to add to Salesforce.
1. Click Create New +
2. Select Lead from the dropdown menu.
3. Salesforce will open in a new browser tab and a New Lead window will automatically be open for you to complete in the usual way.