Automated activity capture and syncing for Salesforce
Increase your customer data quality, improve reporting accuracy, and have more relevant conversations by automating activity capture in Salesforce.See in AppExchange
Highly configurable Salesforce sync
Implement custom synchronization scenarios to improve CRM data accuracy and reporting. Integrates calendar events, contacts, emails, and tasks between Salesforce and Office 365, MS Exchange, Outlook.com and/or Google.
- 100% native Salesforce app — manage your automatic sync configurations right from Salesforce.
- Rule-based email and calendar syncing to any Salesforce object.
- Simplify sync deployment to large teams using templates. Yoxel templates allows precise team setup
- Supports field-based filters for contacts and calendar syncs.
- Data always stays safe and secure in Salesforce. The sync is deployed in Heroku (Salesforce app cloud).
- Auto-match to CRM records. Auto convert leads to contacts when calendar invite is scheduled.
- Integrate Salesforce and Office 365, MS Exchange, Outlook.com and/or Google calendar events.
- See calendar events in Salesforce based on attendee list.
- Yoxel’s advanced bi-directional calendar syncing supports «true» recurring event and meeting syncing.
- Meetings can get associated with the right CRM records (leads, contacts, opportunities) automatically.
- Yoxel detects and de-duplicates calendar events for you. No clutter, no confusion!
- Yoxel automatically logs Office 365, MS Exchange, Outlook.com and Gmail emails to related Salesforce leads, contacts, opportunities and accounts. No need to drag emails to folders or flag them.
- Supports logging emails to any Salesforce object based on custom lookup rules.
- Automatically scans user mailboxes to discover and keep track of ongoing conversations with clients.
- Supports attachment logging.
- Yoxel runs similarity analysis in every sync cycle to prevent creation of duplicate records.
- The sync is customizable to sync additional email/phone/address fields, map to non-standard Salesforce fields, set default field values automatically and sync tags.
- Supports field-based filters.
- Integrate Salesforce and Office 365, MS Exchange, Outlook.com and/or Google calendar tasks.
- Sync tasks bi-directionally across all devices.
Yoxel Sync provides server-to-server synchronization and supports G Suite, Office 365, and hosted MS Exchange servers. Follow the link for Getting started with Yoxel Sync instructions.
Yoxel Sync is an AppExchange app so you can simply intall it from the listing page. Step by step installation instructions are described in this article.
We offer 30 days free of charge to all of our new users to let them test Yoxel. No credit card required. During those 30 days, you can add as many accounts as needed!