Schedule
Meetings. Webinars. Events.
Advanced meeting scheduler
Automate scheduling for 1:1 or collective team meetings that sync with real-time Outlook and Salesforce calendar availability.
Webinar & event management
Go beyond meetings. Schedule and allow registration for large scale webinars and events.
Meeting templates
Create predefine meeting templates with custom fields and share scheduling links.
Round-robin leads
Automatically create and route meeting leads based on account ownership, priority, or even distribution rules for fair and instant assignment across your sales team
Embeddable scheduler
Embed scheduling links in emails, websites, or chatbots.
Brand theming
Easily customize meeting scheduler UI and event invitations to precisly match your brand with granular detail.
Responsive layout
Fully responsive layout, ensuring a mobile and desktop friendly experience that makes scheduling easy, anywhere, anytime.
Route
Qualify. Connect. Protect.
Routing forms
Create routing forms with custom fields to request information such as email, territory, industry or company size.
Qualify leads
Create logic to automatically qualify leads before allowing meeting scheduling based on routing form responses.
Round-Robin lead routing
Create logic to automatically direct leads to the right account owner or team based on routing form responses.
Notifications
Receive real-time Salesforce notifications for new lead assigments
sync
Outlook. Calendar. Emails.
Automatic email Import
Automatically (or manually) import Outlook emails directly to Salesforce including emails from shared mailboxes, while taking into account exclusion rules.
Calendar sync
Keep Salesforce and Outlook calendars perfectly aligned. Automatically sync events and prevent scheduling conflicts.
Teams meeting links
Automatically generate Microsoft Teams meeting links and include in branded invitation templates.
HIPAA & GDPR compliant
100% Salesforce native architecture means data stays within your trusted Salesforce and Microsoft clouds, meeting the strictest global compliance standards.
Everything needed to manage your Salesforce and Microsoft Outlook meetings and emails in one place. Sync365 does the admin work, so your team can focus on sales work and building better customer relationships.
Start for free today
Experience for yourself the power of Sync365 to streamline your workflow.
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It's free