Sync365 for salesforce
Effortlessly sync, schedule, and manage Microsoft 365 emails, meetings, and webinars, securely in Salesforce with Sync365 for Salesforce.
100% Salesforce Native
HIPPA
GDPR
Meeting scheduling your team will celebrate
Automate 1:1 or collective team meeting scheduling with real-time Outlook and Salesforce calendar sync. Allow easy SDR Scheduling and handoff in Salesforce for leads and contacts with specific sales reps, event types, and round-robin distribution teams.
Intelligently route leads exactly where required
Create branded routing forms with custom fields to request required information for smart routing logic processing, such as email, territory, industry or company size.
Go beyond meetings with large scale webinars
Create branded event registration forms with custom fields to request exact attendee information.
Seamless Outlook emails, calendar and Teams sync
Automatically sync Outlook emails to Salesforce, including emails from shared mailboxes, mailboxes without a matching Salesforce user account, and emails from email aliases. Link emails to contacts using standard and custom email fields to ensure all communications are captured even when contacts have multiple email addresses. Stay ahead of the curve with instant notifications for incoming emails that enable prompt responses directly in Salesforce or Outlook.
Everything needed to manage your Microsoft 365 emails, meetings, and webinars in one place in Salesforce. Sync365 does the admin work, so your team can focus on sales work and building better customer relationships.