Customizable Outlook/Gmail addons
Support complex sales processes and data entry requirements with configurable log email, log event forms, addon menus, and full support of Salesforce page layouts and record types.
- Customizable by your Salesforce admin: log event/email forms, menus, open tracking, availability sharing.
- Comprehensive activity history for leads, contacts, accounts, opportunities — combined Salesforce, and mailbox data in one view.
- Quickly create Salesforce leads and contacts or convert leads to contacts and opportunities right from your inbox.
- Automate activity capture — easily log emails and attachments to Salesforce or activate automatic syncing.
- Share availability and simplify meeting booking.
- Email templates. Email open tracking. List Views.
Instantly view relevant Salesforce data in your inbox
- Yoxel addons surface relevant Salesforce data so you can craft the perfect response without opening Salesforce.
- On every email see contact details, related CRM records, upcoming and recent activities.
- Work through Salesforce list views.
Log emails and events your way
- Log email as standard activities or enhanced email.
- Relate email and events to standard or custom objects.
- Email thread continues to be logged automatically.
- Customizable log-event forms: custom fields, multiple record types.
Book meetings with contacts effortlessly
- Configure multiple availability profiles / event types.
- Share your availability by inserting customizable links right into email.
- Teams or Hangout meeting link is automatically generated.
Unlock automation, control, and Flow signals
- Comprehensive workspace sync with our managed package.
- Centralized managements of the addon’s menus, forms, capabilities (email open tracking, email templates, scheduling).
- Automated activity capture, and calendar, contacts, tasks syncing.
- Delivering Salesforce Flow signals to MS Teams, Google Workspace, WebEx.