Create/Edit Contacts and Leads and Custom Salesforce Objects

All features

Easily create new contacts or leads from any email or calendar item! SmartCloud Connect auto-populates all relevant data it can find from the email message or meeting, automatically creating accounts and adding data from the sender’s signature.

Trigger the creation of new business records in Salesforce from inside Outlook 2013+ or Office 365, using the email message’s content to auto-populate the new record’s information. SmartCloud Connect pulls information like phone numbers, email address, company name, title, etc. from the email and creates new records in Salesforce prefilled with the important data you need.

You can add new information and edit any Salesforce records from your email client! You do not need to open an internet browser to edit the record in Salesforce – one click on the relevant field inside your email and you can add or edit any data. All changes will be automatically updated in Salesforce immediately after you accept your edits.

Intelligent Features

Automatically Sync Emails,
Calendar,
Contacts and Tasks

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Get 360° View of Your Clients
Right from Inbox

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Create/Edit Contacts
and Leads and Custom Salesforce Objects

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Save Email, Meetings
and Attachments

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In-depth Search of
Any Salesforce Object

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Use Salesforce
Email Templates
Right from Your Inbox

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Sell Smarter
Using Social Networks

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Know What Happens
With Your Email
After Sending

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Get an Easy Way
to Use Salesforce Chatter

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Customization is Easy as 1,2,3

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Book meetings in one email

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Merge Duplicate Leads, Accounts and Contacts Inside of Your Inbox

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Nothing clarifies things better than a live talk