Save Email/Meeting Attachments to Salesforce
Just one click to upload attachments to the right Salesforce object! You can save attached files from emails or meetings to any business object in Salesforce without having to save the file to your computer first.
ATTACH FILES SMARTER – SAVING YOUR SALESFORCE STORAGE SPACE
We provide you with an option on what attachments to save.
Need to upload only valuable documents of any type to the Salesforce during business correspondence? We will make it for you in a simple and effective way just in one click. With us the process goes smarter giving you the alternative to choose the right file to save. Save single or multiple attachments of different formats to Salesforce at once, from big to small, right from your Inbox.
- Process any format you need (docx, pptx, pdf, png and much more)
- Enabled for all users (existing and new ones)