Use Salesforce Email Templates Right from Your Inbox

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Use Salesforce Templates Based on Your Workflow Right from Inbox

While merging your email you can add a custom letter template anytime you need it. All you have to do is just choose your Salesforce templates, merge relevant fields, edit if necessary, and then send a customized email right from your inbox.

Below, we will walk through all of the mail merge steps for new leads.

Step 1 – Open a New Email. The new email will be opened in a new window.

Step 2 – Select a lead among the list of contacts. Insert the contact of the person you need.

Step 3 – Click the “View Salesforce context” button.

Step 4 – Go to the Dropdown list. Open the Dropdown list in the Lead Card.

Step 5 – Click “CRM Mail Templates”

Step 6 – Insert the content. In the opened “CRM Mail Templates” window choose the “Template name” you want to share. Select the Name. Don’t forget to add a “Related to” field regarding the topic it relates to and click the “Insert” button.

Step 7 – Send the personalized email. Once the content in the body of the email and the subject are perfectly displayed, you can now send your personalized email.

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