Save Emails/Meetings to Salesforce
Save emails or calendar items into Salesforce with one click using SmartCloud Connect. Choose the relevant Salesforce record and track the email inside it. The email will be saved in the Salesforce record’s interaction history and will be always available for viewing by your peers or boss.
When you compose an email or create a new meeting, you probably need access to important business information which you can obtain from Salesforce. For example, before sending a meeting request to a client, you probably should check what time zone they are in – one click with SmartCloud Connect and you can see where the company is located without leaving your calendar or email! SmartCloud Connect allows you record the email, meeting invitation, and any attachments automatically after sending. No more copy/pasting data to Salesforce!