The #1 Salesforce Outlook Plugin

Integrate Salesforce into your inbox and calendar

Free trial

* We do not store your data

Manage data from your inbox and schedule more
meetings with ease

View and update real-time Salesforce data in Outlook, and customize which objects and fields are shown in the
sidebar. Share your availability to let prospects book meetings in a single click

Data Capture

Capture and save 100% of customer-related data to Salesforce automatically
  • Automate sales activities capture
  • Auto-create, save and link Leads, Contacts, etc
  • Capture email threads, multi-match, sync historical data

Download plugin

Email Sidebar

Access and use complete Salesforce data directly from your Inbox
  • Save and link emails to any Salesforce record
  • Track email opens and clicks
  • Add leads to Email Sequences in a click through Salesforce Email plugin 

Download plugin

Calendaring

Sync Salesforce Calendar with Outlook so they actually work and simplify scheduling and availability sharing
  • Mirror work-related events between Calendars
  • Share personal booking page and send time slots
  • Auto-capture new leads from meeting invitees

Download plugin

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Opportunity Insight Dashboards

Get insights on your deals, engagement and team activity right in Salesforce Dashboards
  • See stuck opportunities and take action
  • View emails, meetings, tasks per rep
  • Know how well your prospects engage

Download plugin

What can Revenue Grid do
that Einstein Activity Capture won’t?

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  • Captured data is reportable in Salesforce
  • Always accessible data in Salesforce
  • Flexible and customizable sync options
  • On-prem or private cloud deployment
  • Data is stored in third-party databases

Captured data is reportable in Salesforce

Always accessible data in Salesforce

Flexible and customizable sync options

On-prem or private cloud deployment

Data is stored in third-party databases

Whatever your goal is, adapt Revenue Grid Salesforce Email & Calendar to the way you work

Customize what customer data to capture in Salesforce Inbox, how to display it in your Email sidebar, and what flows to trigger when
a prospect engages. Plus, choose any type of deployment and work on desktop, cloud, and mobile with Salesforce Calendar integration.

  • 37%

    more leads in
    Salesforce

  • 33%

    better data in
    Salesforce

  • 24%

    better Salesforce
    adoption

  • 10h+

    more time per rep
    per week

Worthy of your trust,
worth our salt

See how fastest growing companies rate RevenueGrid
and what your peers have to say about us

Sales
Engagement

Scheduling

Email
tracking

Join 800,000 sales professionals that use Revenue Grid to win faster and with more confidence.

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