Ebsta Inbox
Mailbox Connection
- Connect your Gmail mailbox to Ebsta
- Connect your Outlook mailbox to Ebsta
- Connect & use multiple Outlook mailboxes with Ebsta
- Why do I get a 'bad request error 400' message when connecting my Gmail mailbox to Ebsta?
- Why do I get a 'need admin approval' message when connecting my Outlook mailbox to Ebsta?
Email Sync
- Sync emails from Gmail to Salesforce
- Sync emails from Outlook to Salesforce
- How to record email direction (Inbound/Outbound) when syncing to Salesforce
- How to create an Ebsta Sync Source field
- How to create an Email Activity Report in Salesforce
- A mailbox has stopped syncing to Salesforce & displays an 'error connection' status
Calendar Sync
- Sync your Google & Salesforce Calendars
- Sync your Outlook & Salesforce Calendars
- Adjust your Calendar Sync settings
- Stop/re-start your Calendars syncing
- Manage Private Events syncing between your calendars.
- Manage multiple calendars syncing with Salesforce
Cadences
- Create a cadence
- Using merge fields in a cadence
- Add a recipient to a cadence (Gmail users)
- Add multiple recipients to a cadence (Gmail users)
- Add a recipient to a cadence (Outlook users)
- Add a Contact or Lead to a cadence in Salesforce
Email tracking
- Enable Email Tracking in Gmail
- Enable Email Tracking in Outlook
- Review your Email Tracking Report in Gmail
- Review your Email Tracking Report in Outlook
- Understanding & using Email Tracking Insights
- Can I track emails in plain text mode?
Meeting scheduler
Salesforce/Outlook Integration
- Search Salesforce from Outlook
- Access Salesforce Templates in Outlook
- Add emails in Outlook to Salesforce
- View Activities & Opportunities related to a Salesforce record in Outlook
- Add Activities & Opportunities to Salesforce in Outlook
- Open a record in Salesforce from Outlook
Salesforce/Gmail Integration
- Access Salesforce Templates in Gmail
- Overview of Gmail/Salesforce Integration
- Add emails in Gmail to Salesforce
- Add email attachments in Gmail to Salesforce
- Customize fields in Ebsta's Add Email to Salesforce
- Customize fields in Ebsta's Add Email to Salesforce Summary View
Settings & Configuration
- Get Started with Ebsta Inbox (Gmail)
- Get Started with Ebsta Inbox (Outlook)
- Log in & Log out of Ebsta
- Refresh your settings
- Customize Salesforce fields displayed in Ebsta
- Why do I get a 'this app is blocked by admin' message when connecting Ebsta to Salesforce?