Sync365 for Salesforce
is the effortless way to
schedule
meetings and webinars,
route
leads,
and
sync
seamlessly
with
Microsoft
Outlook
calendar and emails.
100% natively in Salesforce
Fully automate your meeting scheduling, lead routing, and Outlook calendar and email syncing. Let Sync365 do the admin work, so your team can focus on sales work and building better customer relationships.
Effortlessly automate Microsoft Outlook meeting scheduling for your entire team
Meeting Types
Create predefined meeting templates for 1:1 or collective team meetings and easily share scheduling 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.
Automatically qualify and route scheduled meetings to the right account owner and team
Routing Forms
Create routing forms 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.
Route Meeting Scheduler
Create logic to automatically direct leads to the right account owner or team based on routing form responses.
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, Account Engagement and your chatbot.
Branded Meeting Invitations
Send branded meeting invitations with automatically included Microsoft Teams meeting links, using HTML templates with merge fields.
Meeting scheduling where, and when you want
Share Meeting Links
Share meeting scheduling links with attendees via website or email, 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 reserve timeslots, 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 including emails from shared mailboxes, while taking into account exclusion rules.
Manual Activity Import
Manually search, browse and hand pick which Outlook emails and meetings to import to Salesforce, as an alternative to automatic imports.
ISO 27001 & GDPR Compliant
Sync365 is 100% Salesforce native, meaning your data is sent directly between your Salesforce org and Microsoft cloud, using the highest Salesforce security standards and without any intermediary 3rd.
Start for free today
Experience for yourself the power of Sync365 to streamline your workflow.
Try for 30 days
It's free