Skip the manual data entry with Salesforce CRM sync
Stop doing admin work and boost your productivity by adding Salesforce to your Outlook or Gmail inbox.
Get started immediately:
Add Yesware to Outlook or Gmail in 1 minute
Authenticate your Salesforce username and password.
Automate your data entry and get better insight from your inbox.
Yesware automatically syncs your email activity, calendar activity, Campaign activity and engagement data.
Sync email sends, email replies, calls, meetings and engagement like opens, link clicks, attachment views and bounces.
Turn on Background Sync to capture all activity on all devices, all the time. Mobile, tablet and desktop.
The Salesforce Sidebar puts contact’s recent activity right in your inbox.
Get insight into what they're interested in and craft outreach to match.
You can create or update Salesforce Leads, Contacts, Accounts, Opportunities or Tasks without switching apps.
Adding Salesforce Leads or Contacts directly to Yesware Campaigns takes just the click of a button.
You can add recipients to Campaigns one at a time or bulk import from Lead or Contact lists views.
Combine your Yesware data with Salesforce’s robust reporting. Download our pre-built reporting dashboards for free from Salesforce’s Appexchange.
Slice and dice by key performance metrics.
Find new ways to improve your outreach and move deals toward closed-won.
View product tutorials on how to use Salesforce Integration in both Outlook and Gmail below.
“Yesware is an extreme time saver!”
“Yesware helped lift our outreach to another level.”
“Brillant, huge time saver and love the insights.”
“Yesware has provided sales insight on day to day activity.”
“I love Yesware! It saves and makes me money!”
“If time is $, YesWare has made
me $$$$.”
Get instant visibility and make data driven decisions across your team.
Track
Track team activity and measure customer engagement.
Analyze
Identify what’s working to produce the best outcomes and results.
Standardize
Create a repeatable sales process with your best messaging.
Grow
Scale performance across your entire team and continuously iterate.
Yesware’s all-in-one sales toolkit helps you connect with more buyers, track results, and win more business – right from Outlook or Gmail.
Email Tracking
Get notified when prospects read your emails and learn what engages them.
Attachment Tracking
See when prospects open your attachments and identify the page content they care about most.
Multi-Channel Campaigns
Get more replies and better deliverability with personalized, automated outreach.
Meeting Scheduler
Book more meetings without the back-and-forth, with simple, easy calendar scheduling.
Email Templates
Save time writing and sending emails that convert every time.
Salesforce Integration
Stop wasting time on admin work and auto-sync activity to Salesforce CRM.
LinkedIn Integration
Connect on Linkedin and get insight on prospects without leaving Gmail.
Reporting & Analytics
Use data to win more business with email tracking and engagement reporting.
Try Yesware free forever. No credit card required. Get started immediately.
Outlook Add-on
Compatible with Outlook Desktop 2016 or above, and Outlook on the Web with the latest version of Chrome, Edge, or Internet Explorer.
Gmail Chrome Extension
Compatible with all G Suite accounts and Gmail.com accounts with the latest version of Google’s Chrome browser.