Automated Outlook meeting scheduling and email logging for Salesforce

Automated Outlook meeting scheduling and email logging for Salesforce

The

effortless

way to

schedule meetings

and

synchronize emails

between

Microsoft Outlook

and

Salesforce

,

and boost productivity.

Try Sync365 Free on AppExchange

Try Sync365 Free on AppExchange

Try Sync365 Free

Try Sync365 Free

Schedule a Demo

Schedule a Demo

Meeting Scheduling

Automate Outlook meeting scheduling for your entire team and boost productivity. Create predefined meeting templates and easily share links with attendees when and where required, via your website, email, social, or events

Scheduling

Round-Robin Leads

Invitations

Meeting Scheduling

Automate Outlook meeting scheduling for your entire team and boost productivity. Create predefined meeting templates and easily share links with attendees when and where required, via your website, email, social, or events

Scheduling

Round-Robin Leads

Invitations

Meeting Scheduling

Automate Outlook meeting scheduling for your entire team and boost productivity. Create predefined meeting templates and easily share links with attendees when and where required, via your website, email, social, or events

Scheduling

Round-Robin Leads

Branded Invitations

Meeting Scheduling

Automate Outlook meeting scheduling for your entire team and boost productivity. Create predefined meeting templates and easily share links with attendees when and where required, via your website, email, social, or events

Scheduling

Leads

Invitations

Everything needed to manage your Outlook meetings and emails in one place on Salesforce
Everything needed to manage your Outlook meetings and emails in one place on Salesforce
Everything needed to manage your Outlook meetings and emails in one place on Salesforce
Re: Product Demo
Nadia Laurent sent you an email
Nadia sent you an email
Nadia sent you an email
2 minutes ago
Import
View in Outlook
Hi Sarah,

I look forward to our meeting.


Thanks,
Nadia
Product Demo
You created an event with Nadia Laurent
You created an event with Nadia
You created an event with Nadia
17 minutes ago
Product Demo
You sent an email to Nadia Laurent
You sent an email to Nadia
You sent an email to Nadia
17 minutes ago
Import
View in Outlook
Hi Nadia,

Your 30 minute product demo meeting is scheduled.

Join Teams Meeting
Reschedule

Best Regards,
Sarah Green

Activities Import

Automatically or manually import Outlook emails and events directly to Salesforce, while taking into account import exclusion rules to exclude emails from specific email addresses and domains.

Activities Import

Automatically or manually import Outlook emails and events directly to Salesforce, while taking into account import exclusion rules to exclude emails from specific email addresses and domains.

Less admin work, more sales work
Less admin work, more sales work
Less admin work, more sales work

Fully automate your meeting scheduling and email logging. Let Sync365 do the admin work, so you can focus on sales work and building better customer relationships.

Built to boost your productivity and save tens of hours monthly
Built to boost your productivity and save tens of hours monthly
Built to boost your productivity and save tens of hours monthly
Effortlessly automate Microsoft Outlook meeting scheduling for your entire team

Meeting Types

Create predefined meeting templates and easily share links with attendees when required.

Meeting Type Users

Add users to meeting types to enable priority and round-robin distribution for specific meeting types.

Round-Robin Leads

Automatically create leads and distribute to team members based on availability, and priority or even distribution rules.

Easily customize meeting scheduler and meeting invitations to match your brand

Brandable Scheduler

Easily customize the look of your meeting scheduler to match your brand to granular detail.

Embeddable Scheduler

Easily embed your meeting scheduler inside your website pages.

Branded Meeting Invitations

Send branded meeting invitations with automatically included Teams meeting link, using HTML templates with merge fields, to increase productivity and standardization.

Meeting scheduling where, and when you want

Share Meeting Links

Share meeting scheduling links with attendees via website, email, social, or events, for specific user meetings or round-robin user meetings.

Customize Business Hours

Specify business hours for each day of the week to ensure self-scheduled appointments are for during your work hours.

Avoid Scheduling Conflicts

For Outlook meetings unrelated to Salesforce, import meeting start and end times only, to show timeslot allocations, provide a unified view of availability, and avoid scheduling conflicts while still maintaining meeting privacy.

Seamlessly import Microsoft Outlook emails for all your contacts, leads and users

Automatic Email Import

Automatically import Outlook emails directly to Salesforce, while taking into account import exclusion rules to exclude emails from specific email addresses and domains.

Manual Activity Import

Manually view and hand pick which Outlook emails and meetings to import to Salesforce, as an alternative to automatic imports.

Data Security

Sync365 is 100% Salesforce native, meaning your data is sent directly between your Salesforce org and Microsoft 365 using the highest TLS security standards and without any intermediary 3rd parties.

... all this, and much more
... all this, and much more
... all this, and much more

Start for free today

Experience for yourself the power of Sync365 to streamline your workflow.

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It's free