Instantly view customer snapshotsThe Inbox app surfaces relevant Salesforce data so you can craft the perfect response without opening Salesforce.
- Contact information
- Upcoming and recent activities
- Open opportunities and cases
Log emails and attachments to SalesforceThe Inbox app communicates with our automatic Salesforce sync allowing users to focus on just those emails that require manual record matching.
- Log to opportunities, contacts, leads
- Quickly resolve emails unmatched by the automatic sync
- Avoid duplicate logging
Quickly create leads and contacts
Work through list viewsTake advantage of the list views you have set up in Salesforce for leads, contacts, opportunities, and accounts.
Smart sending that gets you a responseDon’t miss another opportunity due to not having followed up.
- Scheduled email sending
- Robust response detection
- Automatic rule based followups
What you get?
Office365 and Gmail
The Inbox app is available as an Office365 Outlook add-on and a Chrome extension for Gmail.
Salesforce app cloud
The app is served in Heroku, the Salesforce app cloud, so Salesforce manages the platform security.
Yoxel Sync integration
The app augments our cloud based Salesforce sync solution that can automatically sync calendar, email, contacts, tasks for your organization.