Create/Edit Contacts, Leads and other Business Records in Salesforce
Easily create new contacts or leads from any email or calendar item! SmartCloud Connect auto-populates all relevant data it can find from the email message or meeting, automatically creating accounts and adding data from the sender’s signature.
Trigger the creation of new business records in Salesforce from inside Outlook 2013+ or Office 365, using the email message’s content to auto-populate the new record’s information. SmartCloud Connect pulls information like phone numbers, email address, company name, title, etc. from the email and creates new records in Salesforce prefilled with the important data you need.
You can add new information and edit any Salesforce records from your email client! You do not need to open an internet browser to edit the record in Salesforce – one click on the relevant field inside your email and you can add or edit any data. All changes will be automatically updated in Salesforce immediately after you accept your edits.