1-415-839-9949
salesforce-email-integration-banner

Seeing sales sink because of an email tracking breakdown?

Yoxel’s cloud-based Salesforce email integration solution automatically logs Outlook and Gmail conversations to Salesforce.

What we do?

ONE-WAY INTEGRATION
Email recipients
Salesforce leads, contacts, accounts, opportunities
Subject
Email subject
Email body
Email body
Sent date
Email sent date
Attachments
Email attachments

Salesforce Google Apps sync

  • Yoxel automatically logs Gmail emails to related Salesforce leads, contacts, opportunities and accounts. No need to drag emails to folders or flag them. Yoxel automatically logs emails based on rules.
  • A true cloud-based sync solution that doesn’t require plugins or downloads.
  • Our filter-based mode allow you to automatically create leads or contacts from emails.
  • Yoxel provides 99.9% reliable cloud-based solution so you and your team can be certain that all emails are logged. Set up your entire team in a single Yoxel account.
  • Learn more about Salesforce Google Apps sync.

ONE-WAY INTEGRATION
Email recipients
Salesforce leads, contacts, accounts, opportunities
Subject
Email subject
Email body
Email body
Sent date
Email sent date
Attachments
Email attachments

Salesforce Outlook sync

  • Set up Yoxel’s Salesforce for Outlook app and start tracking Outlook conversations in Salesforce on a lead, contact, opportunity and account level.
  • Yoxel is the only multi-directional sync solution that doesn’t require plugins or downloads.
  • Our filter-based rules allow you to automatically create leads or contacts from emails. No need to drag emails to folders or flag them. Yoxel automatically logs emails based on rules.
  • Our Salesforce email solution is super secure and nearly 100% reliable. Want to add your entire team? You can do it through a single Yoxel account.
  • Learn more about Salesforce for Outlook app.
Get started in less than 5 minutes
Questions? 1-415-839-9949

What you get?

There’s a reason why 97% of our hundreds of customers try our solution and never leave.

Exceptionally easy-to-use

When you need an easy way to track email conversations in Salesforce, turn to Yoxel. You can begin syncing after 3 easy sign up steps.

Team-based collaboration

Keep your entire team in sync and on the same page with our Salesforce email sync solution! Yoxel is a good fit for businesses of all sizes.

99.9% reliability

Yoxel is available 100% of the time through our 99.9% uptime guarantee, whether you are in a meeting room or on the go.

Multi-system convenience

Integrate Outlook and Gmail conversations for all email accounts you use.

Filter-based precision

You’re the boss! You can set filters to sync only specific conversations and email groups.

Exceptional support

Need help or have questions? Yoxel’s support team is here assist and give you answers at any time.

Get started in less than 5 minutes
Questions? 1-415-839-9949

How Yoxel works?

Yoxel is a 100% native Salesforce application that helps companies transform the way their salespeople work. Sign up in less than 5 minutes in 3 easy steps!

Step 1

Add the services you want to sync.

Step 2

Set up syncing rules for those services.

Step 3

Review and confirm the settings to enable the sync.

Yoxel’s interface is intuitive and easy to use!

  • To add a service: Log in, click the “Add service” link, and complete the simple 3-step process. You’ll be ready to go in less than 5 minutes!
  • To change a rule: Log in, click the plus sign next to a rule, and modify any of your rules by following the easy-to-use options menu.
  • To change user template click Setup templates link in the top right corner. You will be redirected to a two step wizard where you will be able to setup services and sync rules for all user on your team.
Get started in less than 5 minutes
Questions? 1-415-839-9949