Inbox Tools

Get Started

• Get Started with Ebsta Inbox (Gmail)
• Get Started with Ebsta Inbox (Outlook)

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?

Settings

• Log in & Log out of Ebsta
• Refresh your settings
• Disable Ebsta's notification bar in Gmail.
• Customize Salesforce fields displayed in Ebsta
• Create keyboard shortcut to open Ebsta in Chrome
• Keep Ebsta open in Outlook

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?

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Meeting scheduler

• Set up Meeting Scheduler
• Using Meeting Scheduler (Gmail)
• Using Meeting Scheduler (Outlook)

Import Salesforce Templates

• Access Salesforce Templates in Gmail
• Access Salesforce Templates in Outlook
• Create a cadence using a Salesforce Template

Salesforce/Outlook Integration

• Search Salesforce from 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
• Create Contacts & Leads in Salesforce from Outlook

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Salesforce/Gmail Integration

• 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
• Schedule emails to send in Gmail

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